Best Financial Advisors in Dalkeith

“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!”

“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...”

“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.”

“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.”

“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”

“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...”

“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 ...”

“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.”

“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 ...”

“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.”

“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.”

“Graeme McNally and team provide an extraordinary service: their financial advice is knowledgeable, tailored, admirably clear and delivered with thought and care.”

“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.”

“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.”

“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.”

“What financial advisers!”

“Great expert advice”

“I highly recommend it!! :)”

“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...”