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SBC Financial
“cannot speak highly enough of sbc financial,everything done as always fantastically well and super efficiently by stuart & dionne with a smile on their face.”
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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Steedman and Company
Back, Back, Back
“Steedman helped to rescue me from a fairly large firm that were not looking after my family's affairs properly and I have found their team to be a great support both personable as well as professional.”
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EWS Financial Advisers
- Pension
- Questions
- Investment
“EWS have provided us with a range of well informed options without the 'pushiness' and higher rates of the better known, larger players. We have received a reliable, personal service with any queries being responded to promptly. Recommended.”
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Morton Fraser Lawyers
- Experience
- Employment
- Discrimination
“I was recently represented by Hayley Johnson.
I found her to be an outstanding professional!
Hayley was readily available, offered great practice advice and was extremely accessible.
If I needed representation again (or if my friends did) she woul...”
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Strategic Wealth Solutions
- Team
- Understand
- Family
“Very knowledgeable and friendly staff, the service I received was second to none. The difference between the service I received from Strategic Wealth Solutions and the previous company I used was like night and day.”
Qualification Criteria for best of Winners
Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.1 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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Evangate Financial Services
R&D Tax Credits, Agricultural Finance, Rural Finance
“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 ...”
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Spentwell
- Jargon
- Understand
- Investment
“After a big life event we wanted to plan our finances for the future so we could achieve our “some day” goals. Keith at Spentwell was great, gave us crystal clear advice about retirement planning and helped us find and arrange the right financial pro...”
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Geoghegans Chartered Accountants
Overview, Outsourcing, Corporate & Business Taxation
“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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Ethical Futures Llp
Plan, Select, Assess
“I've experienced no reduction of service from the team at Ethical Futures during the pandemic - bravo!”
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Wishart Wealth Management
“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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PW & Partners
Client Testimonials
“Remortgaging is something we had been meaning to do for a while but never got round to...until we met with Rebecca Helsby. Our case was very complicated, however Rebecca went through a series of lenders not taking no for an answer until she found a s...”
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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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Barclays Wealth
Mortgage Guidance and Advice, Buy-to-Let Rates, Track an Application
“👍👍👍”
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Verity Financial Planners
Market Data, Financial Planning, Research
“Fantastic people, great service.”
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Mackay Hall Financial Services
Retirement Planning, Estate Planning, Investment Planning
“Great expert advice”
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Creditas Financial Solutions
“Huge thanks (on behalf of myself & my partner) to Cat & Josh for all their hard work!! Keep the good work up guys! Thanks again!”
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Seed Financial Planning
“At the heart of our approach is recognising that every client is different. We will be your trusted financial planner, someone who understands your needs and someone who will work with you to achieve what you want.”
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Anderson Strathern Solicitors Edinburgh
“Shirley Evans based in Edinburgh helped me getting back what was rightfully mine, very friendly to speak to and gave me good advice. Thank you soo much.”
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Scotia Accounting
- Team
- Company
- Efficient
“I've used the services of Mark at Scotia Accounting for the last two years and found the experience to be informative, helpful and stress-free. I would highly recommend Scotia to any business owner for a professional and approachable service who del...”
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Biuropl
“Professional, and very helpful. I can recommend this service on 100%.”
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Capco Scotland
“Joined Capco over a year ago. Great people, working environment, clients and offices in city centre.”
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Seven Hills Wealth Management
“I was worried about my pension and what my retirement income would be even though I'm in my 30s. Dan at seven hills was amazing he explained everything clearly and sorted my pension for me quickly. Very professional service and I feel much better. ...”
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Clarity IFA
“Very helpful and competent.
They gave me clear advice, and took all the time required to make sure I fully understood, the +over and pitfalls of the decision I was making.”
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Mearns & Company Limited
“Highly recommended, Malcolm has a highly motivated team”
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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