Port Brae Wealth Management

About Us

Port Brae Wealth Management is a trusted financial planning firm based in Berwick-Upon-Tweed and serving clients in the Scottish Borders, Edinburgh, and North Northumberland. Established with a passion for providing personalized and tailored financial advice, we help individuals and businesses achieve their financial goals.

Our dedicated team of experienced Financial Advisers and Paraplanners work collaboratively with you to understand your individual circumstances and aspirations. We believe in building long-term relationships based on trust and open communication, ensuring a seamless and comfortable financial planning experience.

Our Services

We offer a comprehensive range of services designed to cater to diverse financial needs:

Investment Planning

• Developing and implementing tailored investment portfolios
• Optimizing your portfolio performance
• Providing guidance on ethical and sustainable investing options

Retirement Planning

• Estimating your retirement needs and goals
• Creating a personalized savings and investment plan
• Maximizing your pension contributions and withdrawals

Inheritance Tax Planning

• Comprehensive analysis of your assets and liabilities
• Implementing tax-efficient strategies to minimize inheritance tax
• Guiding you through the probate process

Protection

• Reviewing your insurance needs and options
• Protecting your assets from unforeseen circumstances
• Providing guidance on legal and financial safeguards

Mortgages

• Supporting you through the process of securing a mortgage that aligns with your financial goals
• Comparing mortgage options and securing competitive rates

Our Approach

We understand that every client is unique. We tailor our approach to your individual needs and aspirations, considering your financial objectives, risk tolerance, and aspirations. We believe in open communication and collaboration, working alongside you every step of the way.

Meet the Team

Our team comprises experienced and qualified professionals who are passionate about helping clients achieve financial success. We are committed to providing personalized and attentive service, ensuring you receive tailored solutions and receive the support you need throughout your financial journey.