Boag Financial is an independent financial advisory firm based in Dalgety Bay, Scotland. Founded by Derek Boag, the company provides impartial and unrestricted financial advice to individuals and families. Their core services include retirement planning, investment management, personal and business protection, and trust and estate planning. As an appointed representative of The Openwork Partnership, Boag Financial Ltd is authorized and regulated by the Financial Conduct Authority, emphasizing a client-focused approach to building and protecting wealth.

Founded in

Australia