What IF you save today for tomorrow
What If you Planned for another day
IF we could only work a little less
Who we are
Who we work with
Our team of advisers have more than 20 years’ experience in providing bespoke financial advice, having worked for Prudential before founding Independent First. After the closure of Prudential’s sales force, Scott Abraham founded Independent First in July 2001.
In the early years, Scott worked on clients gained through contacts from Prudential, leading to the start of a productive business. Independent First’s client base quickly grew, attracting the attention of industry leaders.
In November 2004 the company merged with EHR Financial Services and Edward Rainey, a former Prudential employee joined. A decision was made to retain the name Independent First Ltd. The company based itself in Mirren Court, Paisley.
Over the period of 2004-2005, both Scott and Eddie passed their level 4 Diploma exams. This proactive move put us “ahead of the game”, as the Financial Services Authority did not introduce this as a mandatory qualification until December 2012.
The two directors were soon joined by administrator Yvonne Little and adviser Patrick Porteous, both of whom also have a background with Prudential. Mark Rainey, administrator and trainee mortgage adviser, also joined the company.
With the rapid growth of the team and the customer base, Independent First soon outgrew its Mirren Court office space, moving to a larger office in Moncrieff Street, Paisley in November 2007.
Adam Martin, our newest adviser, completed the current staff lineup when he joined Independent First in March 2013. Adam previously worked as an adviser for the Bank of Scotland.
Retirement Planning
Investments
Protection
Pensions
Auto enrolment
We are proud to be a provider of truly independent financial advice, which means we have no affiliation or allegiance to any product provider. We provide unbiased advice based on our years of experience and tailored to your specific needs.
We offer financial advice on a wide variety of subjects, including mortgages, life protection, saving and investments, tax planning or retirement planning. Whilst we do not specifically focus on pensions the complexity and constant changes within the pensions regime invariably lead clients to request bespoke retirement solutions.
Before any advice is offered we will conduct a full financial review to build a clear picture of your current financial position. We will take the time to discuss your aspirations along with any concerns you may have before presenting a solution.
We differ from other IFAs as we provide a personal, ongoing service for each client. This includes annual face-to-face reviews, unlimited access to an adviser and portfolio updates as and when required.
Who we are
Who we work with
Our team of advisers have more than 20 years’ experience in providing bespoke financial advice, having worked for Prudential before founding Independent First. After the closure of Prudential’s sales force, Scott Abraham founded Independent First in July 2001.
In the early years, Scott worked on clients gained through contacts from Prudential, leading to the start of a productive business. Independent First’s client base quickly grew, attracting the attention of industry leaders.
In November 2004 the company merged with EHR Financial Services and Edward Rainey, a former Prudential employee joined. A decision was made to retain the name Independent First Ltd. The company based itself in Mirren Court, Paisley.
Over the period of 2004-2005, both Scott and Eddie passed their level 4 Diploma exams. This proactive move put us “ahead of the game”, as the Financial Services Authority did not introduce this as a mandatory qualification until December 2012.
The two directors were soon joined by administrator Yvonne Little and adviser Patrick Porteous, both of whom also have a background with Prudential. Mark Rainey, administrator and trainee mortgage adviser, also joined the company.
With the rapid growth of the team and the customer base, Independent First soon outgrew its Mirren Court office space, moving to a larger office in Moncrieff Street, Paisley in November 2007.
Adam Martin, our newest adviser, completed the current staff lineup when he joined Independent First in March 2013. Adam previously worked as an adviser for the Bank of Scotland.
Retirement Planning
Investments
Protection
Pensions
Auto enrolment
We are proud to be a provider of truly independent financial advice, which means we have no affiliation or allegiance to any product provider. We provide unbiased advice based on our years of experience and tailored to your specific needs.
We offer financial advice on a wide variety of subjects, including mortgages, life protection, saving and investments, tax planning or retirement planning. Whilst we do not specifically focus on pensions the complexity and constant changes within the pensions regime invariably lead clients to request bespoke retirement solutions.
Before any advice is offered we will conduct a full financial review to build a clear picture of your current financial position. We will take the time to discuss your aspirations along with any concerns you may have before presenting a solution.
We differ from other IFAs as we provide a personal, ongoing service for each client. This includes annual face-to-face reviews, unlimited access to an adviser and portfolio updates as and when required.
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Moncrieff House
10 Moncrieff Street
Paisley
Renfrewshire
PA3 2BE
United Kingdom
Direct: 0141 887 3451
Office: 0845 465 1465
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