Empowering You to Achieve Your Financial Future
At Futurity Financial Services Ltd, we are a team of independent financial advisers and mortgage brokers based in the heart of Edinburgh. Established in 2007, our philosophy is simple: we want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions. We are enthusiastic about what we do and aim to form life-long relationships with our clients. We believe that trust and mutual respect are the keys to a successful client-adviser relationship.
Our Services
Our advisory services include:
Wealth Management: We help you manage your wealth effectively, creating a tailored investment strategy to suit your financial goals and risk tolerance.
Financial Planning: We work with you to identify your financial objectives and create a bespoke plan to help you achieve them.
Savings and Investments: We help you make the most of your savings and investments, providing guidance on the best products and strategies for your individual circumstances.
Pensions: We provide expert advice on pension planning, ensuring you make the most of your retirement savings and achieve your long-term financial goals.
Protection: We offer protection solutions to ensure you and your loved ones are protected from unexpected events, such as illness or death.
Aut-enrolment: We help employers and employees navigate the auto-enrolment process, ensuring compliance and providing expert guidance on workplace pensions.
Why Choose Us?
At Futurity Financial Services Ltd, we offer a bespoke, holistic approach to wealth management and financial planning. We take the time to understand your individual circumstances and objectives, providing tailored solutions that meet your unique needs. Our team is committed to providing exceptional service, excellent communication, and ongoing support to ensure your financial peace of mind.
Meet the Team
Our team members have many years of combined experience in the financial services industry, and are committed to providing the highest quality, bespoke wealth management and financial planning solutions to our clients.
David Hand, Managing Director
With over 20 years' experience in the industry, David Hand is our Managing Director and a Chartered Financial Planner. David has extensive knowledge and expertise in financial planning and wealth management.
David T Hand, Mortgage Adviser
David T Hand is our Mortgage Adviser, with qualifications in Equity Release and a wealth of experience in the mortgage industry.
Josh Hand, Paraplanner
Josh Hand is our Paraplanner, who is eager to develop his knowledge and skills in the financial services industry.
Get in Touch
If you would like to learn more about our services or would like to arrange a meeting with one of our advisers, please do not hesitate to contact us. You can reach us by phone on 0131 516 9264 or email us at enquiries@futurity-fs.com.
Unbiased Financial Advice
David Hand and the team at Futurity Financial Services provide expert guidance to help individuals meet their financial needs. According to Colin Gilchrist, the team offers unbiased advice that takes into account a full analysis of a client's financial commitments and the current market conditions.
Comprehensive Approach
The comprehensive approach adopted by Futurity Financial Services ensures that clients receive tailored solutions to address their unique financial requirements.
