If you’ve long been considering getting your affairs in order, saving, investing, or making practical plans for the future, there’s no better time than now, to consult a financial advisor. A professional can guide you through your options and prevent you from making costly economic errors in what can be an unpredictable and complex market. Find out how to make your money work harder for you, by seeking advice from one of the local experts below.
Dalbeath Financial Planning
Dalbeath Financial Planning Ltd is a firm of independent financial advisers (IFAs). Their head office is in Edinburgh but they also have offices in Yorkshire and they offer advice to clients across the UK. As fully qualified and regulated IFAs they can advise on your pensions, investments, mortgages, life insurance, estate planning and small business needs. They hold the CII Chartered Financial Planner status. The directors are Matthew Harris and Wendy Cochran, both qualified IFAs, who both have extensive experience in the investment management and pensions industry.
Edinburgh Wealth Management LTD
Edinburgh Wealth Management Limited (EWM) is an independent financial advisory firm providing clear, unbiased, whole of market advice tailored to each clients’ needs. They are committed to providing their clients with the highest possible standards of service based on principles of transparency, integrity and professionalism. Their team is highly qualified, with many years of experience, while their technical expertise and desire to understand and improve their clients’ financial situations, enables them to provide creative, meaningful and effective solutions.
www.edinburghwealthmanagement.co.uk
AB1 Financial Planning Ltd
AB1 Financial Planning Ltd was established by Alistair Blyth FPFS to provide holistic financial planning and independent financial advice to both new and existing private individuals and SME corporate clients alike. At the heart of their operation lies the interests of their clients. As part of the process they conduct a detailed analysis of each client’s needs, wants, aspirations and prioritise objectives so that they can help put in place a clear plan of action to realise these goals. Once a plan has been established, they will monitor and regularly review progress to ensure that your plans stay on track.
