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Mackay Hall Financial Services
Advice For You, Advice For Dental Professionals, Partner With Us
“Great expert advice”
Best Financial Advisors in Edinburgh
Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the Edinburgh area, discover the top 5 elite providers among the selected group of 24 finalists.
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Melville Independent PLC
“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...”
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Seed Financial Planning
- Mortgage
- Insurance
- First Time Buyer
“I have trusted Steven with my mortgage for many years. This time I needed to port my mortgage and take up a new mortgage to purchase a bigger house. I sought Steven out as he was no longer at the previous company but so glad I found him again. Steven...”
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A1 Financial Solutions
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.”
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Strategic Wealth Solutions
Cash Flow Analysis, Other Services, Specialist Banking and Mortgages
“Keith has looked after my finances for years now. He very reliable, trustworthy and just great at what he does. Positive Responsiveness, Professionalism”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Morton Fraser Macroberts
- Advice
- Expertise
- Team
“My partner and I got help form Stuard, Averil and the team for our applications of both ILR and British citizenship. They definately have the professional knowledge and always reply our enquiries with patience. With their service, our applications we...”
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Anderson Strathern Solicitors Edinburgh
- Team
- Employment Law
- Knowledge
“Supremely professional service and an invariably successful result. Have used Robin Turnbull for employment law and Alisdair Johnstone for private client and would highly recommend.”
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EWS Financial Advisers
- Pension
- Feeling
- Efficient
“I reached out to EWS for help in consolidating my pension funds (spread across even a couple of providers, it's still complicated, and you will need professional support to pull them all together). Everything went as I hoped. Professional throughout ...”
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Purpose Financial Planning
- Financial Advice
- Confidence
- Pensions
“Having taken the decision to follow my wife into early retirement, we felt it essential to seek professional financial advice.
Andrew Reynolds was recommended by a mutual acquaintance (a lawyer) and we became his clients around 4 years ago.
From th...”
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Hamilton Financial
Financial & Tax Planning, Inheritance Tax (Iht) Savings, Life Assurance & Income Protection
“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 ...”
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Ethical Futures Llp
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.”
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First Class Mortgage Advice
“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.”
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McHardy Private Wealth
- Future
“I have been with Wishart Wealth for three years now. I am so glad that I decided to change IFA. I have found Iain and his team to be so professional and responsive in ensuring my investments are well managed.
Even during the CV19 period their serv...”
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Mearns & Company Limited
- Retirement
“Thoroughly professional, personable and proactive in providing bespoke advice and solutions tailored to clients' changing needs and circumstances. Graeme and his expert team invest much effort in getting to know what really matters to the people they...”
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Scholes Chartered Accountants
“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...”
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MHA Formerly Geoghegans Chartered Accountants
“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...”
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McM Financial
- Knowledge
“I can't recommend Roddy enough for all his work. His communication was faultless, ensuring I was kept informed at every stage of the process. Whether it was explaining complex terms or providing updates on my application status, he was always prompt...”
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Headsup Wealth
- Company
“Benjamin has been looking after my affairs both prior to the launching of Heads-up and for the last year with Heads-up. Benjamin is not only very accomplished and able in his field but also offers outstanding client service by making sure we are wel...”
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Biuropl
“Professional, and very helpful. I can recommend this service on 100%. Positive Responsiveness, Quality, Professionalism, Value”
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JM Independent Financial Advisers
Pensions, Inheritance Tax, Investments
“What financial advisers!”
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Principal & Prosper
Individual, Consumer Duty, Business
“Principal & Prosper feels like family. For over a decade we've been providing our clients with dependable advice and solutions by being clear, open and honest with them. Just like a family should do. We offer financial advice to thousands of people. ...”
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Charles Stanley Edinburgh
“Our principal business remains as it was over 200 years ago, ensuring high-quality and personal service to all our clients.”
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Barclays Wealth & Investment Management
“👍👍👍 …”
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Hymans Robertson
Back to Main Menu, Financial Wellbeing,
“If your charity has an investment portfolio, you will know that the right choices make all the difference to financial resilience. As advisers to a large number of charities, alongside many other institutional investors, we are ideally placed to prov...”
Retirement Planning and Investment Management Services in Edinburgh Cost Estimates
Minimum cost
£1253
Maximum cost
£10645
National Average
£3757
Avg Per Hour Rates
£377
£2505
£6888
Fair price range is based on
509 cost profiles
Why these companies made our list
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