Mathieson Financial Services Limited

Mathieson Financial Services Ltd is based in Inverurie, Aberdeen, and provides financial advice to clients. They specialise in wealth management, assisting clients with building, growing, protecting, and preserving their wealth.
  • Tax planning
  • Corporate services
  • Investment planning
  • Retirement planning
  • Protection planning
  • Mortgages and specialist banking
  • Intergenerational wealth management

Size
Small
Phone
N/A
Email
N/A
Locations
45 W High St, AB51 3QQ
01467460260
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Stewardship Wealth
Stewardship Wealth is a financial planning firm dedicated to helping clients manage their money in alignment with their values.
Company Details
Mathieson Financial Services Limited is operated by Mathieson Financial Services Ltd and is a Active company incorporated on 8 May 2013 with the registered office located in Inverurie, Aberdeenshire. Mathieson Financial Services Ltd was registered 12 years ago.

Status
Active
Size
Micro
Directors
2
Age
12 years old
Employees
7
Turnover
Unreported
Total Assets
£850.83K
Cash in Bank
£86.46K
Total Liabilities
-£698.49K

Director • PSC • Scottish • Lives in Scotland • Born in Apr 1984
Director • PSC • Scottish • Lives in Scotland • Born in Feb 1985
Teams
All
5
Management
4
Support
1
Director • Joined Mar 2018
Administrator • Joined Nov 2023
Chartered Financial Planner • Joined Dec 2011
Financial Adviser • Joined Oct 2023
Financial Advisor • Joined Apr 2024
Director • Joined Mar 2018
Chartered Financial Planner • Joined Dec 2011
Financial Adviser • Joined Oct 2023
Financial Advisor • Joined Apr 2024
Administrator • Joined Nov 2023