Best Financial Advisors in Dalkeith

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Dalkeith area.

SBC Financial

SBC Financial

(2)
“Couldn't recommend Dionne enough, she is so helpful and knowledgable and made the whole process of getting a mortgage stress free. She was always quick to reply to any questions and I am so glad we chose her to help with our mortgage application!”
208 Dalkeith Rd, Edinburgh EH16 5DT
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Seed Financial Planning

Seed Financial Planning

(14)
  • Mortgage
  • Insurance
  • First Time Buyer
“Steven was a huge help to me as a first time buyer, he was recommended and I can see why. Everything was clear and easy and he was always available to answer questions I had at various points in the process. Highly recommended.”
Family Business
15 Montagu Terrace, Edinburgh EH3 5QR
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A1 Financial Solutions

A1 Financial Solutions

(1)
Mortgages, Investments, Pensions
“A1 Financial Solutions are my immediate point of call for a number of personal financial matters and I regularly suggest A1 to friends, family and business contacts with complete confidence.”
In Business Since 2002
103 Rose St N Ln, Edinburgh EH2 3DX
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Melville Independent PLC

Melville Independent PLC

(4)
“We have recently gotten a mortgage with broker Bernie Hughes of Melville Independent. I cannot speak highly enough about the service we got from Bernie. As two self-employed people trying to let an additional property, our case was not straightforw...”
10 Melville St, Edinburgh EH3 7NS
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Strategic Wealth Solutions

Strategic Wealth Solutions

(50)
Specialist Banking and Mortgages, Corporate Services, Cash Flow Analysis
“Keith Barr at Strategic Wealth has been brilliant. He is managing my pension and was very thorough going over all my expenses etc before deciding what course to take. He is very understanding with extensive knowledge. He has also dealt with any small...”
Office 10, 109 Swanston Rd, Edinburgh EH10 7DS
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Morton Fraser Macroberts

Morton Fraser Macroberts

(47)
  • Team
  • Communication
  • Advice
“Very personable and kind service, which was much appreciated at this stressful time. I felt that Caroline was thorough and made sure to cover things I had not even thought about. I would definitely recommend her and I will not use anybody else”
In Business Since 2020
Transparent Fees & Pricing
Quartermile Two, 2 Lister Square, Simpson Loan, Edinburgh EH3 9GL
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Anderson Strathern Solicitors Edinburgh

Anderson Strathern Solicitors Edinburgh

(49)
  • Knowledge
  • Case
  • Team
“I have received the most compassionate and helpful support from Chris Weir (Director) at Anderson Strathern. Chris made himself available and accessible to me as I needed him. He gave me helpful advice and counsel throughout the whole of my case a...”
58 Morrison St, Edinburgh EH3 8BP
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EWS Financial Advisers

EWS Financial Advisers

(34)
  • Efficient
  • Questions
  • Pension
“David helped me with some excellent advice around investing some money which I had come into. David is a highly diligent and knowledgeable individual whom I had complete trust in from start to finish.”
SUITE 3, Thistle House, 21-23 Thistle St, Edinburgh EH2 1DF
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Purpose Financial Planning

Purpose Financial Planning

(9)
  • Financial Advice
  • Confidence
  • Pensions
“Andy provides a highly professional and efficient service. He has always given me sound guidance and advice commensurate with my circumstances and expectations, and I have full confidence in his judgment”
Transparent Fees & Pricing
5 S Charlotte St, Edinburgh EH2 4AN
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Roseview Wealth Management

Roseview Wealth Management

(15)
Wealth Management, Protection, Financial Planning
“Kevin's been dealing with / helping me with my pension for quite a few years now, and I've always found during this time that he is super prompt in replying to emails and returning calls - because of this and his professionalism and knowledge - I wou...”
Serving Dalkeith Area
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Thomson Cooper Accountants

Thomson Cooper Accountants

(9)
Cloud Accounting, Outsourcing, Accounting
“I needed some advice and found one of the partners - Mark Mitchell very approachable,helpful and he really knows his stuff. Couldn't recommend more highly”
In Business Since 2001
3 Castle Ct, Carnegie Campus, Dunfermline KY11 8PB
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Hamilton Financial

Hamilton Financial

(8)
Inheritance Tax (Iht) Savings, Tax Efficient Products, Financial & Tax Planning
“Hamilton Financial is a brilliant, boutique financial/fund management company. In the 6 or so years I have used them to manage my modest portfolio I have seen some great growth despite a challenging wider market - I feel they really understand their ...”
38 Dean Park Mews, Edinburgh EH4 1ED
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LAS Accounting

LAS Accounting

(14)
Cash Flow Forecast, Corporation Tax Services, Toms
“We have a small cathering business and desperately needed our bookkeeping kept regularly. LAS Accounting Ltd was recommended to us by our financial adviser. Laura started working on our bookkeeping, then took over the payroll and business tax as well...”
Transparent Fees & Pricing
Serving Dalkeith Area
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Ethical Futures Llp

Ethical Futures Llp

(3)
Plan, Select, Assess
“I've only been using Ethical Futures for just under a year, but so far I'm very impressed. All the advice I've received has been very clear, and communication with EH is very easy. I'm very happy.”
Transparent Fees & Pricing
9 Mansfield Pl, Edinburgh EH3 6NB
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Evangate Financial Services

Evangate Financial Services

(1)
Commercial Mortgages, Car Finance, R&D Tax Credits
“Can't recommend Kyle enough he done a smashing job getting my first machine financed and after weeks of dealing with other companies Kyle was the last person I got in touch with and the first person to get the deal done he is fast efficient and very ...”
Family Business
In Business Since 2017
Offers Financing Options
Transparent Fees & Pricing
2 Stoneycroft Rd, South Queensferry EH30 9HX
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McHardy Private Wealth

McHardy Private Wealth

(9)
  • Future
“Visiting Iain always makes me feel better. He really understands what I want to achieve and has worked diligently over the years to help me get there. His advice and the service Wishart Wealth provides is worth every penny of my fees.”
41 Charlotte Square, Edinburgh EH2 4HQ
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First Class Mortgage Advice

First Class Mortgage Advice

(5)
“I found everything was explained to me in a way I could understand and make informed decisions. Friendly and approachable people with a real interest in doing the best they can for me.”
Coupons & Offers
155 Dalry Rd, Edinburgh EH11 2EA
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Scholes Chartered Accountants

Scholes Chartered Accountants

(4)
“I have been using the services of Steve and Simon now for 7 years. They have been terrific from the start: from helping me setup and register my company to doing my annual returns. They also support FreeAgent which means our interactions can all b...”
Free Initial Consultation
51 Bernard St, Leith, Edinburgh EH6 6SL
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Mearns & Company Limited

Mearns & Company Limited

(8)
  • Retirement
“Graeme McNally and team provide an extraordinary service: their financial advice is knowledgeable, tailored, admirably clear and delivered with thought and care.”
In Business Since 2011
Anchor House, 112 Commercial St, Leith, Edinburgh EH6 6NF
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MHA Formerly Geoghegans Chartered Accountants

MHA Formerly Geoghegans Chartered Accountants

(3)
“Danzig and Co have looked after our accounts for over 5 years and I am always impressed by their attitude and approach. They take time to get to really understand their clients' businesses and the whole team are friendly, knowledgeable and exception...”
Transparent Fees & Pricing
6 St Colme St, Edinburgh EH3 6AD
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McM Financial

McM Financial

(7)
  • Knowledge
“Roddy acted as my Financial Adviser upon my retirement. I found him helpful, knowledgeable and so approachable. I have recommended his services to both family and friends.”
In Business Since 2003
68 Gilberstoun, Edinburgh EH15 2QY
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Headsup Wealth

Headsup Wealth

(6)
  • Company
“We would highly recommend Benjamin at Headsup, very professional, friendly and trustworthy. We are very pleased with how he communicates and supports us, very positive experience. We cannot recommend him highly enough.”
5 S Charlotte St, Edinburgh EH2 4AN
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JM Independent Financial Advisers

JM Independent Financial Advisers

(1)
Pensions, Inheritance Tax, Investments
“What financial advisers!”
1 Randolph Clf, Edinburgh EH3 7TZ
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Biuropl

Biuropl

(5)
“I highly recommend it!! :)”
In Business Since 2011
9 Duke St, Leith, Edinburgh EH6 8HG
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Retirement Planning and Investment Management Services in Dalkeith Cost Estimates

Minimum cost
£1151
Maximum cost
£9778
National Average
£3451
Avg Per Hour Rates
£347
£2301
£6327
Fair price range is based on 337 cost profiles
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Average Cost £3451
Minimum cost £1151
Maximum cost £9778
Avg Per Hour Rates £347

Fair range $2301 to $6327 is based on 337 cost profiles.

Why these companies made our list

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