Connect with Top-Rated Financial Advisers in Edinburgh!

Read verified customer reviews of the most reliable financial advisers in Edinburgh. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Harris Independent Financial Advice is a UK-wide independent financial adviser based in Boston Spa, West Yorkshire. We offer a range of services including wealth management, pension planning, investment advice, mortgages, life insurance, and buy-to-let advice. Our expert team, led by Chartered Financial Planner Matthew Harris, has many years of experience in the financial markets and provides unbiased advice to help clients achieve their financial goals. With over 45,000,000 of client investments, we have helped numerous individuals and businesses to grow and protect their wealth.
The reviews are overwhelmingly positive, with clients praising Harris IFA's exceptional service, personalized guidance, and efficient processes.
5.0
Based on 15 reviews
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Mearns & Company is a team of financial advisers and employee benefits consultants providing financial planning and employee benefits advice to clients since 1994. We have a strong, ethical culture and are dedicated to delivering a first-class service. Our experience, expertise, and commitment to excellence have earned us numerous awards and accolades. We help individuals with their financial planning and employers with their employee benefits. With over 330 years of combined financial services experience and 161 years with Mearns & Company, our team of experts aims to achieve our clients' goals and change their lives for the better.
The reviewers praised Mearns & Co for their exceptional expertise, personalized approach, and commitment to delivering outstanding results.
5.0
Based on 8 reviews
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Futurity Financial Services is a team of independent financial advisers and mortgage brokers based in Edinburgh, providing clear, transparent advice and tailored, cost-effective solutions to help individuals, families and businesses achieve their financial goals. We offer a bespoke, holistic approach to wealth management and financial planning.
The reviewers praised the unbiased and comprehensive approach of Futurity Financial Services.
5.0
Based on 1 review
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At Melville Independent Plc, we deliver trustworthy independent financial advice of the highest quality, helping our clients to meet their financial objectives. We specialise in offering tailored support to match your individual circumstances and objectives. Whether you're seeking advice on pensions, savings, retirement planning or mortgages, our experts will help guide you and give you the best advice. Our team of experts offers a dependable wealth management service, creating, executing, and evolving strategies to ensure your wealth is best placed to do what you want it to do.
The reviewer praises Bernie Hughes' exceptional service, attention to detail, and proactive approach.
5.0
Based on 1 review
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Rowanbank Financial Consultants is a firm of independent financial advisers specialising in providing advice on pensions, investments, protection, mortgages, and life insurance. We provide comprehensive financial planning services for private clients and corporate clients, helping them achieve their financial goals.
The reviewers praise Rowanbank for their excellent service, friendly and knowledgeable team, and personalized advice.
4.9
Based on 8 reviews
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Crandles & Co Ltd provide sound unbiased financial advice, a first-class service, and innovative solutions. We are a professional, truly independent financial advisory firm that puts you and your personal planning at the heart of our services. Our experienced financial planners use a consultative approach to understand your financial goals and aspirations, and then create a tailored plan to help you achieve them. We offer a wide range of services including pensions, wealth preservation, investments, life assurance, protection, and income protection. Our expert team will work with you to build a secure financial future for you and your family, or for your small/medium size business.
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Aspire Wealth Management is an independently owned financial planning firm in Edinburgh, providing a holistic and bespoke service to individuals, families, charities, trustees, and businesses. Our team of chartered financial planners combines technical expertise with a personal approach to help clients achieve their financial goals and aspirations.
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Wilcocks & Wilcocks is a financial services firm that offers bespoke wealth management solutions to individuals and families. Their services include estate and succession planning, evidence-based investment management, and life and financial planning. With a focus on transparency, integrity, and client-centricity, they aim to help their clients achieve their financial goals and secure their legacy.
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At Real Life Financial Planning, we help individuals, couples, and families to achieve their dreams and goals by structuring their finances to support the life they want to live. Our unique approach focuses on understanding what makes you happiest, what inspires you, and what a successful life looks like to you. We'll help you to explore your big dreams and then show you how your finances can be structured to help you achieve them. Whether you're just starting to build your financial portfolio or planning for retirement, we're here to provide you with a confidential and professional service that delivers the highest possible standards.
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A1 Financial Solutions Ltd is a firm of independent financial advisers specialising in providing advice on savings, investments, pensions, mortgages, protection and household insurance. We offer a range of services to help our clients plan their financial future, from mortgage advice to inheritance tax planning. Our expert team will work closely with you to understand your financial goals and provide tailored advice to help you achieve them. Our services include mortgage advisory services, pension planning, investment management, and more.
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Gilson Gray Financial Management is a UK-based financial advisory firm providing bespoke wealth management advice to private and corporate clients across the UK. Our aim is to provide our clients with the highest level of advice and on-going care, to grow and protect their wealth. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. Our team focuses on ensuring we provide the highest level of advice and on-going service for our clients, to aid with the protection and growth of their wealth.
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Welcome to JM Independent Financial Advisers (IFA) Ltd., an independent financial adviser located in the West End area of Edinburgh, specialising in advising private clients throughout Scotland. Our team of experts provides friendly, clear, and transparent advice to develop strategies that are both cost-effective and appropriate for our clients' ongoing needs and requirements. We offer a comprehensive and personalised service, with a free initial consultation, covering pensions, investments, and inheritance tax. Our guidance is subject to the UK regulatory regime, making us primarily targeted at customers in the UK.
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David Melrose Wealth Management offers a truly personal wealth management service. We offer a single relationship and bespoke solutions, tailored for your individual needs or those of your business. By allowing us to help you with the future planning and protection of your income and assets, you can devote more of your time to achieving your personal, professional and business goals. Our aim is to help you: Save, invest or plan for retirement Manage cash and borrowings Gain financial protection against risk.
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Gillespie Financial Limited provides a wide range of financial services, including investment and retirement planning, protection and insurance, trust and estate planning, and wealth management advice to both private and corporate clients, helping them achieve their financial goals.
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AB1 Financial Planning Ltd is a financial planning firm located in Edinburgh, dedicated to helping individuals and businesses achieve financial freedom. We provide expert advice on a wide range of financial services, including pension transfers, income drawdown, investment portfolios, and long-term care planning. Our team of experienced financial advisors will work with you to understand your financial goals and develop a personalized plan to help you achieve them. From goal-setting to portfolio management, we are committed to delivering clear and no-jargon advice that meets your unique needs. Our mission is to empower our clients to take control of their financial future and make informed decisions about their financial wellbeing.
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Cormack Wealth Management is a leading financial advisory firm providing personalized wealth management services to individuals and families. With expertise in comprehensive financial planning, investment management, and retirement planning, our team of professionals works closely with clients to help them achieve their financial goals. Whether you're looking to build, grow, protect, or preserve your wealth, we provide a wide range of services to help you reach your financial aspirations.
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At Carbon Financial Partners, our team of expert financial planners is dedicated to helping individuals and businesses achieve their financial goals. We provide comprehensive financial planning services, including lifetime cashflow planning, investment management, and retirement planning. Our top-rated team of financial planners will work with you to articulate your life goals and create a personalized plan to help you achieve them. With our expert guidance, you can rest assured that you're on the right path to financial freedom.
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Newton-Barr Advisers is a renowned financial advisory firm with a rich history dating back to 1989. With extensive experience in guiding clients through complex financial challenges, the company has established itself as one of the largest and most respected regional players in the employee benefit space. From small local businesses to FTSE companies, Newton-Barr Advisers has provided expert advice to a wide range of clients across the UK. With over 100 years of combined experience among their client-facing staff, the company is committed to delivering tailored solutions to meet the unique needs of each client. Whether it's corporate or individual advice, Newton-Barr Advisers has the expertise and expertise to provide guidance on a vast range of financial products and services.
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Close Brothers Asset Management is a leading investment manager that offers a range of funds and services to institutional investors, FCA authorised intermediaries, and connected persons. We provide investment solutions that cater to our clients' needs, using our expertise and research to select a diversified portfolio of assets. Our investment approach is focused on delivering consistent returns over the long term, while managing risk and volatility. We have a strong reputation for our rigorous investment process and our experienced team of investment professionals.
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