Best Financial Advisors in Musselburgh

“Great expert advice”

“Strategic Wealth Solutions Practice Manager Kerry is a credit to the team. Not only efficient and reliable but also a natural multi tasker. Kerry deals with all requests in a timely manner combining professionalism with a warm smile and equally warm ...”

“I've recently used the services of Morton Fraser MacRoberts, and both Hayley Johnson and Lily Braunholtz provided me with very professional, prompt and excellent assistance, along with good advice, on an employment matter. I am very pleased with t...”

“My partner and I recently had the pleasure of working with Sara Jalicy and Louise Goudie for the sale of our property and support with the onward purchase of a property in a different country. We cannot thanks Sara and Louise enough, alongside recomm...”

“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. Positive...”

“Couldn't ask for more from the guys at Seed Financial Planning. Didn't know where to start with getting my finances in order but they were able to help massively. Not to mention taking the stress completely out of sorting my mortgage. Top class servi...”

“Thoroughly professional and very friendly service from initial consultation to completion of year end accounts. This is now the third year I have used Thomson Cooper and have no hesitation in recommending.”

“Having dealt with other financial advisors, I was happy when I found Andy and when Andy set out on his own, I was glad to be one of his first clients, being able to meet and discuss my needs, I fully trust Andy to look after my finances and I am more...”

“First class Service, Kevin took the time to explain all my options explaining carefully, which made it easy for me to understand and make an informed choice. Cannot recommend highly enough.”

“I have known both Andrew and his colleagues for many years and I asked him to be my IFA five or so years ago. I have had sound advice from them and my pension fund has grown well. Their fees are at the lower end of what the market charges and always ...”

“I highly recommend LAS Accounting services because Laura is very professional and very helpful dealing with questions that I've had about starting my own business. She is 100% involved with her job.”

“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 ...”

“I've experienced no reduction of service from the team at Ethical Futures during the pandemic - bravo!”

“I couldn't recommend Paul more. He's very knowledgeable and puts you at ease. Has a can do plan for even the most difficult mortgage.”

“Never used a financial advisor before and was recommended Iain Wishart. I am more than happy with the service and personal touch that Iain and his staff provide. I wish I'd done this earlier and would recommend Wishart Wealth to anyone. You'll get op...”

“I had a very good experience with Mearns and Company. They took time working out what was best for me and kept me informed while putting the plan in place. I felt I could contact them at any time. I am very happy with the service I received.”

“Dealt with Alison on reception. Absolutely fantastic to deal with and very efficient. Thanks again.”

“Been using Roddy for years, have always found him extremely professional and helpful. Roddy always goes above and beyond what is required. I would and have recommended him to others.”

“There is nobody i would trust more than Benjamin with my personal finance. His thoroughness and impressive attention to detail instils confidence. His knowledge is second to none, and he has patience and the ability to explain things in layman's term...”

“Friendly and professional. Recommended.”

“What financial advisers!”

“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.”

“I often recommend Ali M to other Landlords because he gives excellent advice on several products and never pushes me into making a decision”