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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”

i

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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 ...”

i

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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...”

i

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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 ...”

i

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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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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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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...”

i

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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...”

i

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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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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”

i

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JM Independent Financial Advisers

(1)

Pensions, Inheritance Tax, Investments

“What financial advisers!”

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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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Mackay Hall Financial Services

(1)

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

“Great expert advice”

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Spentwell

(14)

Jargon
Pension
The Future

“From the beginning, Keith was incredible. He was approachable, friendly and professional throughout. He put both myself and my partner at ease with our finances, and made all steps really clear and easy for us to understand. I could not recommend ...”

i

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Principal & Prosper

Individual, Consumer Duty, Business

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Barclays Wealth & Investment Management

“👍👍👍 …”

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Hymans Robertson

Back to Main Menu, Financial Wellbeing,

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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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XPS Group

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Charles Stanley Edinburgh

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Independent Women

(3)

“Independent Women have provided general investment advice and services to me for more years than I care to remember - but if I asked them, I know they could tell me, immediately, how long it has been. They have always provided unbiased, professional...”

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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!”

i

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

EWS Financial Advisers

Seed Financial Planning

Purpose Financial Planning

Hamilton Financial

Ethical Futures Llp

First Class Mortgage Advice

McHardy Private Wealth

Mearns & Company Limited

McM Financial

Headsup Wealth

Biuropl

JM Independent Financial Advisers

A1 Financial Solutions

Mackay Hall Financial Services

Spentwell

Principal & Prosper

Barclays Wealth & Investment Management

Hymans Robertson

Melville Independent PLC

XPS Group

Charles Stanley Edinburgh

Independent Women

SBC Financial

Retirement Planning and Investment Management Services in Edinburgh Cost Estimates

Why these companies made our list

Wealth Management Advisors near Edinburgh

Popular in Edinburgh