57 North Financial Planning

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

โญ "I would highly recommend 57 North.

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

๐“๐ซ๐ฎ๐ฌ๐ญ๐ž๐, ๐œ๐ฅ๐ข๐ž๐ง๐ญ-๐Ÿ๐จ๐œ๐ฎ๐ฌ๐ž๐ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐ 

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.

๐€๐›๐จ๐ฎ๐ญ ๐ฒ๐จ๐ฎ

Whatever stage of lif

e youโ€™re at, youโ€™ll get support from qualified advisers who are truly invested in your financial goals.

๐Ÿค Actively retired
๐Ÿค Business owners
๐Ÿค Approaching retirement
๐Ÿค Professional connections

๐–๐ก๐š๐ญ ๐จ๐ฎ๐ซ ๐œ๐ฅ๐ข๐ž๐ง๐ญ๐ฌ ๐ฌ๐š๐ฒ

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 couldnโ€™t have managed without your whole team."

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

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

๐†๐ž๐ญ ๐ข๐ง ๐ญ๐จ๐ฎ๐œ๐ก

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

๐Ÿ“ The Green House, Beechwood Business Park, Inverness, IV2 3BL

๐Ÿ“ง [email protected]

๐Ÿ“ž 01463 211311

"Don't put all your eggs in one basket" might be one of the oldest investment lessons around - and for good reason.Diver...
19/06/2026

"Don't put all your eggs in one basket" might be one of the oldest investment lessons around - and for good reason.

Diversification means spreading your investments across different areas, so you're not relying on any single company, sector or market to drive your success.

It's not about chasing the latest trend. It's about building a portfolio designed to weather different market conditions and support your long-term goals.

At 57 North, we believe in keeping investing simple, evidence-based and focused on what really matters: helping you move forward with confidence and peace of mind.

18/06/2026

Diversification isnโ€™t about chasing the latest investment trend. Itโ€™s about building a portfolio that can weather different market conditions over time.

Put simply, it means not having all your eggs in one basket.

By spreading investments across different asset classes, sectors and regions, diversification can help reduce risk while keeping you focused on your long-term goals.

At 57 North, our investment approach is grounded in evidence, discipline and simplicity. It may not be flashy, but when it comes to long-term investing, that's often a good thing.

If you are looking for another traditional Financial Planner role, this probably is not it.Perhaps you've reached a poin...
12/06/2026

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.

๐Ÿ“ Inverness, Scotland
๐Ÿ’ท ยฃ65,000-ยฃ100,000 + bonus and benefits

Send your CV to [email protected]

Applications close on 26/06/26.

Full job ad in the comments ๐Ÿ‘‡

Many people approaching retirement ask the same question: "How much can I safely take from my pension?"The answer isn't ...
11/06/2026

Many people approaching retirement ask the same question: "How much can I safely take from my pension?"

The answer isn't just about the size of your pension pot. It's about your lifestyle, your goals, your other sources of income, and having a plan that can adapt as life changes.

A sustainable retirement income comes from understanding the bigger picture.

With the right planning, you can move from uncertainty to clarity and enjoy retirement with greater confidence and peace of mind.

10/06/2026

"How much can I safely withdraw in retirement?"

It's one of the most common questions we hear.

The truth is, it's not just about the size of your pension pot. It's about the life you want to live, your spending, other sources of income, and how your plan would cope if markets don't behave as expected.

That's why retirement planning is about more than picking a number.

At 57 North, we help clients explore different scenarios so they can understand what's sustainable and feel confident about their future.

Because the goal isn't simply to make your money last.

It's to give you the clarity and confidence to enjoy retirement with real peace of mind.

Many people spend decades building their retirement savings, only to find that spending them feels much harder.The chall...
04/06/2026

Many people spend decades building their retirement savings, only to find that spending them feels much harder.

The challenge often isn't the numbers, it's the uncertainty.

Having a clear plan helps you understand what you can afford, how your investments support your lifestyle, and how resilient your finances could be through life's ups and downs.

When you have that clarity, confidence follows. And retirement becomes less about worrying about your money, and more about enjoying it.

02/06/2026

One of the biggest challenges in retirement isnโ€™t building wealth - itโ€™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 theyโ€™ve worked so hard for.

The key is clarity.

At 57 North, we help you understand whatโ€™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 lifeโ€™s ups and downs, the fear of running out of money begins to fade.

Thatโ€™s where confidence, and peace of mind, can return.

Inflation can quietly erode the value of your money over time - but that doesnโ€™t mean you need to take unnecessary risks...
28/05/2026

Inflation can quietly erode the value of your money over time - but that doesnโ€™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.

Address

The Green House
Inverness
IV23BL

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