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Cathedral Accountancy

(1)

“Professional and very helpful Debbie's a great help”

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Grierson Wealth Management

“Welcome to Grierson Wealth Management Grierson Wealth Management offer both individual and business clients a wealth management service of distinct quality, professionalism and expertise to help you fulfil your aims and aspirations as well as offer t...”

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GE Financial Management

(3)

Communication
Mortgage

“Greg at GE Financial Management Ltd was fantastic and we'd highly recommend him to anyone who is looking for advice. Greg supported us through every step of the way in successfully achieving our mortgage, buying our first home together and all the i...”

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Lees Wealth Management

“We offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.”

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Amber River C&M

(18)

Knowledge
Products
Information

“MASSIVE thank you to Emma Baird in helping me with my mortgage! It was a challenging case due to my requirements, but she made it simple and led me through each step seamlessly. Nothing was an issue, and she found a solution to every hurdle. All...”

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Grant Alex M & Co

(1)

Mortgages, Pensions, Savings and Investments

“Great service and advice for over 20 years from Alex.”

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Stewart Lyon Financial Services

“And discuss your current situation and hear about your medium and long term goals. We will work with you to create and implement a bespoke financial plan, which we will regularly review to ensure it”

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Macleman Wealth

“Macleman Wealth Ltd have years of experience in Investment advice, inheritance tax planning and pensions. We are pension transfer specialists, and can advise on the suitability of final salary pension transfers. We have Personal Tax and Trust Plannin...”

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Anderson Wealth Management

“Welcome to my website where you will find more information about the wealth management advice and financial planning service that I provide for individuals, families and businesses.”

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Advanced Financial Planning Scotland

(3)

Retirement Planning & Pensions, Mortgages, Wealth Management & Investments

“Fantastic customer service. Incredibly helpful and friendly. Would highly recommend.”

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Advanced Investment & Retirement Planning

(2)

Mortgages, Inheritance Tax, Investments

“Great professional service”

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Watson Wood Financial Planning

(2)

More Info

“Fantastic firm to deal with.”

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Tweed Wealth Management

(1)

“Great levels of advice and service from all staff. Would highly recommend.”

Featured

Financial Advisor / Financial Advice Inverness At Tweed Wealth Management, we provide wealth management and money advice to business owners and individuals across Inverness. Our team of experienced financial advisors will take time to listen to and understand what kind of person you are to offer financial advice that matches your personal goals or business objectives. Our Inverness office is supported by a team of flexible, highly trained financial advisors who understand the financial challenges that we all face in business and life, and offer you unbiased financial advice. Our Edinburgh-based wealth management advisors provide guidance on long and short term needs, including supporting your family, investment help, insurance and protection cover, retirement funds, and mortgages. In relation to financial advice for business owners, we also support clients in maximising their business’ financial return, planning for investment, and supporting your workforce. Additional money advice services that our Inverness team can offer, include: - Help investing in stocks - Help with inheritance tax forms - Financial planning advice - Exit and succession planning advice - Building financial strategies for your business...

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Mathieson Financial Services

“Mathieson Financial Services Ltd have been exceptional in giving sound, wide ranging trustworthy investment advice and keep clients up to date regularly regarding the process of their investments. They also give that personal touch which is vital to ...”

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57 North Financial Planning

“Navigating the financial challenges life presents is tough on your own. That's why we're here. We provide trusted, client-focused independent financial planning services to guide you as you map out your journey through life. Come and meet us and find...”

FAQs

Do I have to pay for an initial meeting?

No, all initial meetings are at our expense. Initial meetings are more of a relaxed discovery meeting to see if you are the right fit for us and, more importantly, if we are the right fit for you.

What do I need to bring to an initial meeting?

Following on from your initial enquiry, we will send you an email detailing the information it would be helpful for you to bring to your initial meeting.

Are you regulated?

Yes. We are currently an appointed representative of Perceptive Planning. Their FCA number is 534666 and you can view their profile on the FCA Register here.

What happens if my Financial Planner is unavailable?

We adopt a team approach at 57 North, which means that rather than being assigned one specific planner, you will have our entire team behind you. That means there will always be someone available to help you who knows your case. However, we will also try to retain as much consistency as possible in who you meet and speak to.

How can we help?

Start your conversation with us here. We look forward to hearing from you. Full name Phone Email Message I have read and agree to the Privacy Policy. Send

We try to answer commonly asked questions like these on the FAQ page of our website.

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Macdonald Partnership

Pension & Retirement Planning, Tax & Inheritance Planning, Protection

“MacDonald Partnership are delighted to announce a new Independent Financial Adviser has joined the Inverness team. Bradley Cross will be working alongside Ross MacDonald in Inverness to help business owners, individuals and their families navigate th...”

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Highland Financial Services

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Achieve Financial Planning

“Independent Financial Advice Since 2010….. We have been providing independent financial advice since 2010 and are proud to be able to offer our clients a holistic unbiased approach to financial planning. We will work with you to construct your own in...”

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Davidson Associates

(1)

“KEVIN his a friendly and helpful man. Very knowledgeable and He got the job done.I would highly recommend him to anyone.”

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Structured Financial Planning

“We'll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we're here to help and guide you with jargon-free advice both now and in the future.”

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Cairn Analytics

“The financial statements tell a story about a business's overall health. From revenue growth, to cost control, asset management, cash holdings and use of debt, the operational and financial decisions made every day have a direct impact upon overall p...”

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Associated Legal & Financial

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Welsh & Taylor Wealth

(10)

Wealth Management
Communication
Portfolio

“Great communication from Welsh and Taylor; not just about my investments and pension, but financial market updates too. I have had far better returns after switching from my bank ISAs and I am filled with confidence that my funds are being looked at ...”

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City Gate Aberdeen

(18)

General Insurance, Wealth Management, Health Insurance

“In an industry packed with jargon and complexity, Alan and his team are a godsend. Highly knowledgeable and professional, they provided assistance through every step of the home purchase chain. I could not recommend this company highly enough. Tha...”

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Average Cost	£3546
Minimum cost	£1183
Maximum cost	£10047
Avg Per Hour Rates	£356

Best Financial Advisors in Elgin

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Elgin area.

Cathedral Accountancy

Grierson Wealth Management

GE Financial Management

Lees Wealth Management

Amber River C&M

Grant Alex M & Co

Stewart Lyon Financial Services

Macleman Wealth

Anderson Wealth Management

Advanced Financial Planning Scotland

Advanced Investment & Retirement Planning

Watson Wood Financial Planning

Tweed Wealth Management

Mathieson Financial Services

57 North Financial Planning

Macdonald Partnership

Highland Financial Services

Achieve Financial Planning

Davidson Associates

Structured Financial Planning

Cairn Analytics

Associated Legal & Financial

Welsh & Taylor Wealth

City Gate Aberdeen

Retirement Planning and Investment Management Services in Elgin Cost Estimates

Why these companies made our list

Wealth Management Advisors near Elgin

Popular in Elgin