Explore Financial Advisers Serving Edinburgh

Review the services and client experiences of 18 financial advisers serving Edinburgh. Whether you need pension planning, investment advice or broader financial guidance, identify relevant professionals and ask about consultations and fees.
Harris IFA offers expert pension planning, investment management, and mortgage advisory services across the UK. Based in Boston Spa, we combine 20+ years of financial market experience with FCA regulation to deliver cost-effective, transparent solutions. Our unique approach leverages direct investment expertise to create tailored portfolios at industry-low fees.
Pensions Investment Advice Mortgages
Exceptional service Efficient and professional Highly recommended
Rowanbank Financial Consultants provides independent financial advisory services specialising in pensions, investments, and protection. Established in 1999, we offer tailored solutions for private and corporate clients across the UK. Our Edinburgh-based team prioritises client-centric advice through transparent fee structures and comprehensive financial planning.
Pensions Investments Protection
Highly recommend Thorough review Friendly manner
Melville Independent provides independent financial advice in Edinburgh, helping clients secure their financial future through tailored pensions, investment, mortgage, and business protection solutions. With over a decade of experience, we deliver expert guidance aligned to individual circumstances and regulatory standards. Our client-focused approach ensures transparency and long-term value across personal wealth planning and corporate financial strategies.
Financial Planning Investment Planning Pension Planning
Complete trust Excellent job Good advice
Futurity Financial Services provides independent financial advice and mortgage brokerage in Edinburgh. We specialise in wealth management, pensions, and financial planning, offering tailored solutions for individuals and businesses. Our FCA-authorised team prioritises client needs through transparent, jargon-free guidance.
Mortgage Types Savings and Investments Protection
Excellent professional service Tailored financial solutions Clear jargon-free advice
Close Brothers Asset Management provides expert investment management and financial planning services, focusing on long-term wealth preservation and growth. Our client-centric approach combines strategic asset allocation, active risk management, and personalised advice to address individual financial goals. With a heritage of over 30 years, we serve clients across the UK through a network of regional offices and digital platforms.
Investment Management Financial Planning Retirement Planning
Not rated yet
Bridge Newland
Emergency
Not rated yet
Bridge Newland provides expert insolvency and business recovery services to UK companies. Specialising in liquidation, administration, and debt restructuring, we offer tailored solutions for solvent and insolvent businesses. Our experienced team delivers pragmatic advice to help directors navigate financial distress with confidence.
Company Liquidation Business Recovery Advice Pre-Pack Administration
Extremely knowledgeable Personal approach Reasonable fees
Real Life Financial Planning helps clients achieve life goals through holistic financial strategies. We specialise in life planning, wealth management, and retirement solutions, focusing on personal aspirations before financial metrics. Our Edinburgh-based team combines industry certifications with unique life planning expertise to deliver tailored advice across the UK.
Life Planning Financial Planning Wealth Management
Life-changing guidance Personalised approach Clear communication
Serenity Financial Planning Financial Planning offers bespoke financial life planning services, integrating life coaching and expert financial advice to help clients achieve their personal and financial goals. Our approach prioritises client values, creating tailored strategies for wealth management, retirement planning, and investment optimisation. We serve individuals nationwide, ensuring financial clarity and freedom through a client-first philosophy.
Financial Life Planning Retirement Planning Investment Management
Personalised approach Excellent service Achieved financial goals
Sutherland Independent provides independent financial advice in Edinburgh, specialising in retirement planning, wealth management, and protection insurance. We help clients achieve financial security through personalised strategies. Our services cater to individuals and businesses seeking expert guidance.
Retirement Planning Wealth Management Protection Insurance
Trusted and comfortable One-stop shop Understands the full picture
Not rated yet
A1 Financial Solutions
25 Years
Not rated yet
A1 Financial Solutions is an independent financial advisory firm based in Edinburgh, specialising in pensions, investments, mortgages, and wealth management. Established in 2001, we provide impartial, client-focused advice tailored to individual needs. Regulated by the Financial Conduct Authority, we combine expertise with ethical practices to deliver transparent financial solutions.
Mortgages Pensions Investments
Not rated yet
Clarity IFA
Not rated yet
Clarity IFA is an independent financial advisory firm in Edinburgh offering bespoke financial planning and wealth management services. We provide transparent, impartial advice tailored to individual needs, helping clients navigate financial complexities with confidence. Our expertise spans investments, pensions, tax planning, and legacy solutions, supported by a commitment to long-term client relationships.
Financial Planning Wealth Management Investments
Very professional Clear advice Competent guidance
Not rated yet
Jm Ifa
12 Years
Not rated yet
Jm Ifa provides independent financial planning services specialising in pensions, investments, and inheritance tax mitigation. Based in Edinburgh, we serve clients across Scotland with tailored, research-backed strategies. Our FCA-authorised team delivers transparent advice and ongoing portfolio management to help clients achieve long-term financial security.
Pensions Investments Inheritance Tax
Delighted with results Excellent growth Highly recommend
Not rated yet
Mearns & Company
32 Years
Not rated yet
Mearns & Company & Company provides expert financial planning and employee benefits consultancy to individuals and employers across the UK. Established in 1994, we combine deep industry expertise with a client-focused approach to deliver tailored solutions for wealth management and workplace benefits. Recognised for our Gold Standard in Independent Advice and Investors in People Platinum accreditation, we empower clients to achieve financial security and business growth.
Financial Planning Employee Benefits Consultancy Investment Advice
Expertise clearly explained Personalised approach Award-winning service
Not rated yet
Newton-Barr
37 Years
Not rated yet
Newton-Barr provides expert financial advisory services specialising in pensions, employee benefits, and investment management. Established in 1989, we combine deep industry experience with evidence-based strategies to deliver tailored solutions for businesses and individuals across the UK. Our approach prioritises clear communication and practical implementation.
Pension Advice Employee Benefits Strategic Pensions Advice
Greater sense of employee involvement Straightforward language Long-term relationships
Cormack Wealth Management offers expert financial advisory services, specialising in wealth management, retirement planning, and investment strategies. We provide tailored solutions for individuals, families, and professionals across the UK. Our client-focused approach combines personalised advice with a commitment to long-term financial security.
Investment Management Retirement Planning Protection Planning
Exceptional personal service Highly recommend In safe hands
Not rated yet
Wealthflow
Not rated yet
Wealthflow provides independent financial planning services specialising in retirement strategies, tax-efficient investments, and succession planning. Our client-centric approach combines Chartered expertise with sustainable investment practices to deliver tailored solutions across the UK. We empower individuals to make informed financial decisions through comprehensive cash flow analysis and ongoing support.
Retirement Planning Tax Planning Inheritance Planning
Expert financial guidance Personalised approach Clear communication
AB1 Financial Planning is a client-focused financial advisory firm based in Edinburgh, specialising in tailored financial planning, pension management, investment strategies, and wealth preservation. We help individuals and businesses navigate complex financial decisions with clear, jargon-free advice. Our expertise ensures clients achieve long-term security through personalised plans aligned with their unique goals.
Financial Planning Savings & Investments Pensions
David Melrose Wealth Management provides personalized wealth management solutions tailored to individual and business needs. Specializing in investment planning, retirement strategies, and protection services, we combine local expertise with access to St. James's Place Wealth Management's resources. Our client-focused approach emphasizes long-term relationships, transparent advice, and bespoke financial solutions.
Investment Management Retirement Planning Protection Planning
Honest and trustworthy opinion Saved us money Top end cover
Dalkeith (6.3 mi) Prestonpans (8.4 mi) Livingston (13.0 mi) Dunfermline (13.1 mi) Linlithgow (15.6 mi) Bathgate (17.4 mi) Larbert (24.8 mi) Alloa (25.5 mi) Galashiels (27.6 mi)