Financial Planners in Edinburgh, Scotland

12 locations found near Edinburgh
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“I would like to highly recommend Scotia Wealth Management for business owners seeking expert advice on private pension planning. I had the pleasure of working with Jamie, a new addition to their team, who provided exceptional support throughout the process.Jamie began by thoroughly understanding my unique circumstances and long-term financial goals. They created a personalized report outlining the costs and rationale for each step, ensuring transparency and clarity. Scotia Wealth Management's professionalism and straightforward approach made it easy for busy entrepreneurs like myself to plan for the future.I endorse Scotia Wealth Management for their expertise, commitment to client satisfaction, and their ability to deliver reliable, comprehensive, and personalized guidance on private pension planning.”

5Superb3 Reviews

“Amy, Dean and the rest of the team at Rowanbank are excellent. They are the FA's for myself and the rest of my family. I would seriously recommend having a chat with them!”

5Superb2 Reviews

“Grant Thornton (Edinburgh) are a great team of accountants for statutory accounts preparation and advice. As a small business owner, I've used them for many years across multiple businesses.”

3Average2 Reviews