Angus Kirk

Angus Kirk

Transform Financial Planning

Minimum savings/pensions: Over £250,000

0131 268 0823
Based in Edinburgh
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Top Rated 2026
Verified since: August, 2022
4.8 out of 5

38 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 30 June 2026

    Angus and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 9

    Recent Client Reviews

    Verified reviews: 100%

    Angus has received 9 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 03 January 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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About

Hi, I’m Angus! I’m a Director and Financial Planner at Transform. I have been working in financial services since the late 1990s, and co-founded Bridge Investments (now Transform!) in 2009. I am a Registered Life Planner, one of around 100 in the UK. Not only this, I’m also a Certified Financial Coach. I specialise in: - Working with those who are “lost” in their financial situation - Guiding clients through traumatic financial situations, such as loss or divorce - Helping you enter a new chapter of your life with clarity and confidence. Who are Transform? At Transform, we help people find financial confidence so they can live life to the full. - Transform your life - We work with people who are: - Aspiring to retire - Stepping into retirement - Inheriting money - Going through major life events. - Don’t just take our word for it - For our clients, three of the biggest benefits of working with us are: - “Confidence and trust” - “Peace of mind for financial security” - “Support and assistance in meeting financial goals”. 99% of clients believe that working with us has helped or will help them achieve their financial goals. We’ll be by your side through it all. Good things start with a conversation. Let’s chat about what we can do for you.