Find financial planners in Edinburgh

By focusing on you and what you really want from life, we help you to achieve your dreams and goals by structuring your money to support the life you want to live. Whether you're just starting to build your financial portfolio or you're thinking about planning your retirement, we'll help you to feel confident, inspired and passionate about the life

By understanding what's important to you, we support you to make the right decisions for your future. We have a philosophy of long-term investment, we don't speculate. Relying on a tried and tested academic approach alongside established research, we remove the need for guesswork. Our access to globally diverse investments allows us to manage risk

We're Financial Life Planners, helping people at every life stage to clarify their goals and get organised, so that they have more freedom to dream big. Our vision is to bring financial life planning to as many people as possible, so that they can live a life of freedom without worrying about money. Your financial life plan will look closely at your

Investment advisers with a wealth of experience in private investment & portfoilo planning. Tax treatment is based on individual circumstances and may be subject to change in the future. Is an appointed representative of TenetConnect Services Limited, which is authorised and regulated by the Financial Conduct Authority. The levels, bases and reliefs