Siobhan Mullaney

Siobhan Mullaney

Independent Financial Advice Centre

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £250,000

0330 038 8938
Based in Paisley
View location

Top Rated 2025
Verified since: June, 2023

4.9 out of 5

55 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 22 March 2025

    Siobhan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Siobhan has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Siobhan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Siobhan has provided information on their typical fees

    Siobhan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 22 March 2025

    Siobhan and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 15

    Recent Client Reviews

    Verified reviews: 100%

    Siobhan has received 15 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 February 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Siobhan has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Siobhan has provided information on their typical fees

    Siobhan has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Since completing my degree in Finance, Investment and Risk, I worked in financial services as an analyst in an investment bank before pursuing my ideal role as a financial planner. I’ve held Chartered status since 2018, a personal achievement since joining the profession. In my role, I work with clients to help them achieve their goals. Typically, my clients are either nearing retirement or already retired, and by working together I help ensure their plans stay on track. I aim to help people through various stages of their financial journey, from wealth and Inheritance Tax planning through to mortgage and protection advice.

Offers available through VouchedFor

Contact Siobhan through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Siobhan's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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