57 North Financial Planning

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57 North Financial Planning

Helping you navigate your financial future Here are some things they've said about us:

⭐ "I would highly recommend 57 North.

Based on the line of latitude 57°N, we are an independent financial planning agency, working with clients across Scotland.

𝐓𝐫𝐮𝐬𝐭𝐞𝐝, 𝐜𝐥𝐢𝐞𝐧𝐭-𝐟𝐨𝐜𝐮𝐬𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠

We aren't just here to look after your money. We want to help you navigate through life's journey, accompany you and guide you to ensure your ambitions for long-term wellbeing and success are met.

𝐀𝐛𝐨𝐮𝐭 𝐲𝐨𝐮

Whatever stage of lif

e you’re at, you’ll get support from qualified advisers who are truly invested in your financial goals.

🤝 Actively retired
🤝 Business owners
🤝 Approaching retirement
🤝 Professional connections

𝐖𝐡𝐚𝐭 𝐨𝐮𝐫 𝐜𝐥𝐢𝐞𝐧𝐭𝐬 𝐬𝐚𝐲

With a rating of 4.7 out of 5 stars on VouchedFor, we'd say our clients are pretty happy. I appreciate so much your liaising with other professionals such as lawyers and accountants on my behalf I couldn’t have managed without your whole team."

⭐ "Expertise in financial management, a proven record of success, professionalism and trustworthiness."

⭐ "Very easy to speak to and fairly simplistic and straightforward approach to financial planning. We have already recommended you to several friends."

𝐆𝐞𝐭 𝐢𝐧 𝐭𝐨𝐮𝐜𝐡

Whatever financial issues you face, our friendly team will give you the guidance and reassurance you need and point you in the right direction.

📍 The Green House, Beechwood Business Park, Inverness, IV2 3BL

📧 [email protected]

📞 01463 211311

03/06/2026

If you are looking for another traditional Financial Planner role, this probably is not it.

Perhaps you've reached a point in your career where you want more from your work. More depth in your client relationships. More time to do things properly. More alignment between your values and the business you're part of.

We're hiring a Financial Planner to join 57 North Financial Planning.

📍 Inverness, Scotland
💷 £65,000-£100,000 + bonus and benefits

Send your CV to [email protected]

Applications close on 26/06/26.

Full job ad in the comments 👇

02/06/2026

One of the biggest challenges in retirement isn’t building wealth - it’s feeling comfortable spending it.

After years of saving and planning, many people worry about whether their money will last. That uncertainty can make it difficult to enjoy the retirement they’ve worked so hard for.

The key is clarity.

At 57 North, we help you understand what’s affordable, how your investments support your lifestyle, and how your plan could perform under different scenarios. By looking at both the opportunities and the risks, you can see the bigger picture and make decisions with confidence.

When you know your plan is built to withstand life’s ups and downs, the fear of running out of money begins to fade.

That’s where confidence, and peace of mind, can return.

28/05/2026

Inflation can quietly erode the value of your money over time - but that doesn’t mean you need to take unnecessary risks.

The right investment strategy should feel comfortable, sustainable, and aligned with your long-term goals.

At 57 North, we help clients build disciplined, long-term plans designed to protect purchasing power and provide peace of mind for the future.

27/05/2026

Inflation quietly reduces the value of your money over time - but beating it doesn’t mean taking huge risks.

It’s about finding the right level of risk for you.

At 57 North, we build long-term plans designed to keep you ahead of inflation without pushing you into uncomfortable territory. Steady. Disciplined. Tailored to your goals.

Most people are surprised by how little risk they actually need to take once they see the bigger picture.

21/05/2026

Investing should feel calm, clear, and built around your future - not the latest market trend.

At 57 North, we focus on evidence-based investing, long-term thinking, and creating plans that support your lifestyle, your family, and your goals.

Independent advice. Whole-of-market. Peace of mind.

19/05/2026

Investing doesn’t need to be complicated or stressful.

At 57 North, we believe in keeping things calm, evidence-based, and focused on what really matters to you. No chasing trends. No speculation. Just disciplined, long-term planning designed around your lifestyle, your family, and your future.

As fully independent advisers, we search the whole market to find the right fit for you - helping bring clarity, confidence, and peace of mind to every stage of your journey.

14/05/2026

There’s more than one way to pass on a property - and the right choice depends on your family, your values, and the future you want to create.

Some people choose to leave property directly to loved ones. Others use trusts to provide added protection, flexibility, and long-term control.

At 57 North, we help you understand both options clearly and simply - from tax considerations to protecting family wealth for future generations.

Because estate planning isn’t just about assets. It’s about giving your family clarity, security, and peace of mind for the years ahead.

12/05/2026

There’s no single “right” way to pass on a property - it depends on your goals, your family, and what matters most to you.

For some families, leaving a property directly is the simplest route. For others, a trust can offer added flexibility and protection, especially when children are young, financially inexperienced, or you want to preserve wealth for future generations.

At 57 North, we explain both options in plain English. We’ll talk through the tax implications, control and access, and how each route fits into your wider estate plan.

The goal isn’t to make things more complicated. It’s to help you choose the path that feels secure, fair, and aligned with your values.

When you understand your options clearly, the right decision often becomes much easier.

07/05/2026

It’s not about avoiding downturns, it’s about being prepared for them.

Market ups and downs are part of the journey.
What matters most is having a plan in place before they happen.

With the right balance, a clear approach, and long-term thinking,
you can stay steady, whatever the markets are doing.

Address

The Green House
Inverness
IV23BL

Telephone

+441463211311

Website

https://57northfp.com/

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