Explore Financial Advisers Serving Roslin

Findlay & Co Financial Solutions & Co Financial Solutions offers expert financial advice in Livingston, specialising in mortgages, pensions, investments, and protection. Our client-centric approach ensures tailored solutions for long-term financial security. With over 20 years of experience, we combine professional expertise with community-focused financial education.

Alistair Black Wealth Management offers bespoke financial planning and wealth management services to private clients, business owners, and professionals. Specialising in investment strategy, retirement planning, and intergenerational wealth transfer, we combine over 30 years of industry experience with Chartered status to deliver ethical, client-focused solutions. Our approach emphasises long-term relationship-building and transparent communication to help clients achieve their financial objectives.

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.

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.

Morrison Personalised Wealth Management provides tailored financial planning and investment management services, empowering individuals, families, and businesses to achieve financial clarity and long-term wealth preservation. Our expert advisers deliver strategic, ethical guidance aligned with client goals, focusing on retirement planning, tax optimisation, and risk management. Rooted in integrity and trust, we combine personalised service with regulatory compliance to ensure sustainable financial outcomes.

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.

Skyridge Financial Planning offers independent financial advisory services specialising in retirement planning, wealth management, and business protection. Regulated by the Financial Conduct Authority, we provide tailored investment strategies and comprehensive financial planning to individuals and businesses across the UK. Our client-first approach ensures transparent advice aligned with personal and corporate financial objectives.

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.

Brett Investment provides bespoke financial planning services for business owners aged 50+ seeking to optimise their wealth for retirement. We specialise in creating personalised cashflow strategies that enable clients to enjoy their desired lifestyle while ensuring financial security. Our evidence-based approach combines tax-efficient investing, comprehensive life planning, and disciplined portfolio management.

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.