Financial Planning

Financial planning is an increasingly important part of life and it is essential in ensuring that you or your business have the best chance of achieving your goals.

We aim to work closely with you in understanding your current needs, objectives and long-term ambitions. This could include retirement planning, withdrawing money from your business tax-efficient way, or saving for the future.

We will work with you to create a plan that is tailored to your needs. We believe that by building strong ongoing relationships, we can react to your changing circumstances and ensure that your plans remain on track to meet your objectives.

We can provide guidance and advice in areas such as: 

Planning for your retirement (the longest holiday of your life)  

You may be looking to review your current pension provision and set goals for the future, before your intended retirement date, or you may be coming to the end of your working life and would like to review your options on how best to generate the income required to cover your living costs.  

You’ve had a significant change in your circumstances 

You may have recently purchased a property, had a child, or even changed career and are perhaps worried about what could happen in the event of serious illness or death. With careful planning, we can recommend a strategy to safeguard your long-term financial security.  

Reviewing your investment performance 

You may have investments and wish to review their ongoing performance and suitability. We aim to ensure that your investments are appropriate and are best placed to meet your short, medium and long-term goals.  

You recently received an inheritance 

You may have received an inheritance and want to ensure it is used in the right way, which may involve investing for your future or gifting to the next generation.  

Passing on your wealth to future generations 

Throughout your lifetime you may have accumulated savings and investments, but passing these on to your family can be a complex matter and professional advice will help ensure this is done in the most appropriate and tax-efficient manner.  

Starting a new business 

Starting a new business can be an extremely exciting time, but there is certainly a lot to think about. Working with us can allow you to concentrate on the day-to-day running of your business, as we can create solutions to protect your income stream should you fall ill or to help you save tax whilst planning for the future, by using company pension contributions.  

Selling a business 

Selling a business can be a major change in your circumstances. We can work with you (and your accountant) to create an exit strategy that is right for you, whilst making sure it’s tax-efficient and helps you prepare to move into the next stage of your life.

The right team for the job

Jim Wilson

Jim Wilson

I have been in financial services for most of my working life and an Independent Financial Adviser for nearly 30 years. I look after a broad portfolio of mainly private clients and take pride in…
Susan Pringle

Susan Pringle

I lead the team at Henderson Loggie Financial Planning from our head office in Dundee. This requires a thorough knowledge of the advice issues that face clients and our team, along with the systems and…


“We enjoy a professional and friendly relationship with Henderson Loggie Financial Planning and have done for many years. Their attention to detail is second to none and they recognise the importance of family values which enables them to empathise with their clients.  

On a personal level, their expertise is invaluable and they understand our financial objectives, whilst explaining all of our options clearly, in a patient manner and leaving the final decision to us.  

We are fortunate in being able to enjoy a comfortable life, safe in the knowledge our advisor and Henderson Loggie Financial Planning put us at the centre of their business environment.”

Iain E Finlayson