Best Financial Advisor

Personal Finance Company in Edinburgh, Scotland
Personal Finance Company in Edinburgh, Scotland It can be really hard to get completely impartial, unbiased financial advice from reliable advisors. We understood this and decided it was time for a change.

Now, by simple giving us a call, or filling out the quick form on our website, we do all the hard work for you by finding the best suited financial advisor from our network of experienced advisors here in Scotland.

We will match you with your advisor within a matter of minutes, and then your chosen advisor will give you a call back as soon as possible for your free telephone consultation.

We provide this service to you completely free of charge, and if you are not happy with the advisor that we provide you with, we will help to find someone else.

You are also under no obligation to use any advisor after the initial free consultation.
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Contact Details

Address
46 Rosemount Buildings
Edinburgh, Scotland
EH3 8DD
Phone
Driving Directions

Products & Services

Investments
read moreOur financial advisors will consider your entire financial picture before implementing an investment plan. They will create a portfolio strategy that is specific to your financial situation, execute the strategy, and make changes while assessing the results over time.

Our licensed and certified investment advisors specialise in investment management and are experienced in the supervision of numerous assets and securities helping investors meet their specified investment goals.

Insurance and Protection
read moreYour financial advisor will establish your concerns and your current position right from the first meeting. We will then guide you expertly through the insurance plans available, and help you decide which is best for you and your family whether it is critical illness cover you need or mortgage protection insurance we will cover it all.

Pensions and Retirement Planning
read moreHaving a financial advisor with you is a huge help all through your professional lives, but their importance is felt the most when it comes to your retirement. Surveys have shown that getting financial advice for your pension and retirement planning can help you earn thousands of pound more per year in retirement than if you did not.

Wealth Management
read moreThe role of a wealth manager goes beyond just helping you identify potentially profitable mutual funds, investments, managing taxes, or inheritance tax planning etc. With our professional wealth managers we implement both short and long-term strategic planning of your financial goals.
Hours of Operation
Monday08:30 AM÷06:30 PM
Tuesday08:30 AM÷06:30 PM
Wednesday08:30 AM÷06:30 PM
Thursday08:30 AM÷06:30 PM
Friday08:30 AM÷06:30 PM
SaturdayClosed
SundayClosed
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