Address Added Value Financial Services, 88 Rosslyn Street, Kirkcaldy, Fife KY1 3AD, Scotland, UK
Telephone: 01592 593740
AVFS is an Independent Financial Adviser offering products from the whole market with a choice of remuneration either through commission or fees.
We are proud members of the Personal Finance Society and we abide by their Charter, Bye-laws and Code of Ethics.
Financial Services are still moving at a rapid pace and becoming increasingly complex, so choosing the most suitable Financial Products plays an ever increasing role in helping you secure your financial future. One of your most important decisions will be to select the right source for advice. Our role as your IFA is clearly defined as we work on your behalf not the product provider.
An in-depth client analysis is completed at outset, which allows us to offer strategic and comprehensive financial advice leading to a bespoke financial plan. This plan is kept under constant review to ensure that it continues to meet your needs and risk profile (refer to Service Link). All client relationships are viewed as long term.
We are very proud of the reputation we have earned regarding the quality and content of our after sales service, which we believe to be unique and market leading. Our latest Client survey revealed a 100% satisfaction rate.
We specialise in Estate Planning and Inheritance Tax Mitigation through investments linked to suitable trusts. We also offer generic financial planning.
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