Narrow your Search:

Results sorted by Best Match    Sort by: Distance  Review Volume
> Edinburgh

If you need an IFA, Edinburgh has many on offer. Whether you hope to save for a move to Balerno, or help your children step onto the Edinburgh property ladder, the right IFA can make sure you're money's working as hard as possible. Contact one of these recommended Independent Financial Advisors in Edinburgh and see what they can do for you.

Contributor

78%

MATCH FOR YOU

Refine your search to see better matches

4.8out of 5
More Info

Suzanne Gray

% clients advised in each area  :

Investments

82%

Annuities

9%

Mortgages

18%

Pensions

82%
On 1st January 2014, I became an Associate Director of Johnston Financial. I joined Johnston Financial in August 2008 as a Financial Planner. My car... Read More
Serves clients with: Over £50k of investable assets or household income
Suzanne's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

70%

MATCH FOR YOU

Refine your search to see better matches

4.8out of 5
More Info

Graeme Inglis

% clients advised in each area  :

Investments

87%

Annuities

20%

Pensions

53%

Later life planning

20%
I am a Chartered Financial Planner with over 20 years financial services experience and am Founder and Director of Create and Prosper, a firm of Chart... Read More
Serves clients with: Over £50k of investable assets or household income
Graeme's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

64%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5
More Info

Gordon Couch

Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Equity Release, Offshore investing
Utopia Wealth is a boutique Family Office working with a maximum of 50 family/business groups with minimum investable assets of £250K. Specialists in... Read More
Serves clients with: Over £250k of investable assets or household income
Contributor

64%

MATCH FOR YOU

Refine your search to see better matches

4.7out of 5
More Info

Ian McKenzie

Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
I started my career in 1986, working for a large Insurance company. I worked my way up to Regional Business Manager. I decided to set my own IFA busin... Read More
Serves clients with: Any level of wealth
Contributor

60%

MATCH FOR YOU

Refine your search to see better matches

More Info

Louise Griffin

Services:  Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Saving for children
I am passionate about helping client achieve their goals, be it in relation to savings, pensions, retirement income or inheritance tax planning. I pri... Read More
Serves clients with: Any level of wealth
Contributor

60%

MATCH FOR YOU

Refine your search to see better matches

More Info

Maurice Macdonald

Services:  General Financial Planning, Investments & Savings
Serves clients with: 

Latest client reviews of Edinburgh IFAs

Ian took the time to listen to my requirements and provided a detailed plan that would work for me. ....n overwhelmed by ' banker' speak in the past and in the past most of what was said was over my head!   Read More
Anne Merten
I have known Colin for 9 years and I trust him implicitly with my investments. Always willing to dis....ave reassured me that I had made the right choice and my portfolio is now looking extremely healthy    Read More
Kenny Methven

Can't find the right Edinburgh IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Edinburgh.

Angus KnoxASK Financial Management Services (U653)
Roger SmellieBaillie Gifford & Co
Alex FergusonAlexander John Ferguson
Mike BurrowesMichael Burrowes
Sheena WestwoodGeneration Funding Ltd
David WatsonWhyte Sharp Independent LLP
Barry DavidsonRavenstone Financial Solutions Ltd
Looking for a different Independent Financial Advisor (IFA) in Edinburgh? Search by name