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Strategic Wealth Solutions

(50)

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”

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Morton Fraser Macroberts

(47)

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

(49)

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

(34)

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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Seed Financial Planning

(14)

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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Purpose Financial Planning

(9)

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

(8)

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

(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.”

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McHardy Private Wealth

(9)

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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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.”

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Mearns & Company Limited

(8)

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

(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...”

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McM Financial

(7)

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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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...”

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Headsup Wealth

(6)

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

(5)

“Professional, and very helpful. I can recommend this service on 100%. Positive Responsiveness, Quality, Professionalism, Value”

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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.”

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JM Independent Financial Advisers

(1)

Pensions, Inheritance Tax, Investments

“What financial advisers!”

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Mackay Hall Financial Services

(1)

Advice For You, Advice For Dental Professionals, Partner With Us

“Great expert advice”

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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...”

Featured

A Working Feedback review: After sometime trying to transfer my pension, i got touch with Janine at Melville Independent, and I’m so glad i did, could not have been more helpful, l got pension transferred and a next level of advice and help above and beyond my expectations, this includes getting will service provided, taken care off so grateful to Janine, we keep in touch with my reviews share odd dog walk as we both dog nuts.Janine has given me confidence in my pension going forward and look forward to seeing her for my next review. Thank you.

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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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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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Barclays Wealth & Investment Management

“👍👍👍 …”

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XPS Group

“We provide a wide range of insights, briefings, thought leadership reports, videos and surveys to keep all pensions professionals up to date on topics ranging from the impact of new legislation and evolving governance requirements to updates on inves...”

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Average Cost	£3757
Minimum cost	£1253
Maximum cost	£10645
Avg Per Hour Rates	£377

Best Financial Advisors in Edinburgh

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the Edinburgh area.

Strategic Wealth Solutions

Morton Fraser Macroberts

Anderson Strathern Solicitors Edinburgh

EWS Financial Advisers

Seed Financial Planning

Purpose Financial Planning

Hamilton Financial

Ethical Futures Llp

McHardy Private Wealth

First Class Mortgage Advice

Mearns & Company Limited

Scholes Chartered Accountants

McM Financial

MHA Formerly Geoghegans Chartered Accountants

Headsup Wealth

Biuropl

A1 Financial Solutions

JM Independent Financial Advisers

Mackay Hall Financial Services

Melville Independent PLC

Charles Stanley Edinburgh

Principal & Prosper

Barclays Wealth & Investment Management

XPS Group

Retirement Planning and Investment Management Services in Edinburgh Cost Estimates

Why these companies made our list

Wealth Management Advisors near Edinburgh

Popular in Edinburgh