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BEST RATED EDINBURGH, UK FINANCIAL SERVICES

3 Best Financial Services in Edinburgh, UK

Expert-recommended Top 3 Financial Services in Edinburgh, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Strategic Wealth Solutions
Strategic Wealth Solutions
Edinburgh financial services Strategic Wealth Solutions video
5+ YEARS IN TBR
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STRATEGIC WEALTH SOLUTIONS

(4.8 Score)
Office 10, 109 Swanston Road, Edinburgh EH10 7DS, UK Directions

Since 2014

Speciality:

✓ Cash Flow Analysis ✓ Investment Planning ✓ Pension and Retirement Planning ✓ Estate Planning ✓ Corporate Services

“Strategic Wealth Solutions specialises in retirement planning, investment planning, and corporate services. Keith Barr is the director of the firm. With 20 years of experience in financial services, he has worked at some of the UK's leading financial service providers and institutions. The team at Strategic Wealth Solutions provides individuals and companies in Central Scotland and beyond with a straightforward, transparent service that always has the client's goals and best interests at heart. They are loyal, caring, and committed to being the best for themselves, the team, and, most importantly, you.

2025 Update: The team has over 60 years of industry experience in this field. They have helped to improve over 500 people’s finances and have advised over 300 people who are now enjoying a financially secure retirement. As a family-owned business, they are built on trust and loyalty.”

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Registration SC517668

Contact:

0131 357 3240

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

EWS Financial Advisers
EWS Financial Advisers
EWS Financial Advisers
Edinburgh financial services EWS Financial Advisers video
6+ YEARS IN TBR
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EWS FINANCIAL ADVISERS

(4.8 Score)
21/23 Thistle Street, Suite 3, Thistle House, Edinburgh EH2 1DF, UK Directions

Since 2004

Speciality:

✓ Financial Planning ✓ Investments ✓ Pensions ✓ Estate Planning ✓ Life Insurance ✓ Advice on Regular Savings ✓ Advice on Lump Sum Investments for Growth ✓ Advice on Lump Sum Investments for Income ✓ Advice on New ISAs (NISAs) ✓ Advice on Bonds ✓ Advice on Capital Gains Tax ✓ Unlocking Frozen Pensions ✓ Pension Freedoms ✓ Pension Transfers and Consolidation

“EWS Financial Advisers has provided clear, easy-to-understand financial advice tailored to clients' needs. They focus on asking the right questions and listening to, respecting, and understanding you. Once they fully grasp your goals and ambitions, they build a comprehensive financial plan to help you see your future more clearly and confidently. The team at EWS Financial Advisers will guide you through the opportunities and challenges you may face, supported by their innovative and plain-speaking approach. For almost 20 years, they have been delivering expert financial advice to clients across Edinburgh and beyond.

2025 Update: EWS Financial Advisers is an independent company offering impartial, independent whole of market financial advice. Their mission is always to deliver optimal financial performance at minimal cost to their clients. They are committed to delivering structured and transparent planning solutions to keep you focused on what’s important.”

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Registration SC607307

Contact:

0131 564 1222

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Seed Financial Planning
Seed Financial Planning
Edinburgh financial services Seed Financial Planning video
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SEED FINANCIAL PLANNING

(4.7 Score)
15 Montagu Terrace, Edinburgh EH3 5QR, UK Directions

Since 2022

Speciality:

✓ Pensions and Retirement Planning ✓ Investments and Savings ✓ Family and Business Protection ✓ All Mortgage Types ✓ Tax and Estate Planning ✓ Lifetime Mortgages ✓ Protection ✓ Life and Critical Illness Protection ✓ Income Protection

“Seed Financial Planning has made complex concepts and jargon easy to understand, giving you confidence and peace of mind that your financial plans are in place and on track. The team at Seed Financial Planning adheres to the highest standards, and you can expect them to work hard on your behalf with passion, care, and a touch of fun in everything they do. They use their experience and technology to create plans based on your financial goals and ambitions. They help you seize opportunities while giving you and your family confidence about your financial future. In everything they do, they pride themselves on being open, friendly, and easy to deal with. They believe financial planning should be a clear and straightforward experience and ensure that even the most complicated advice is easy to understand.

2025 Update: Iain Mcnicol, Danny Walker and Daryl Dunnigan are the directors and financial planners of the firm. Their fees are 100% transparent. They also offer 30 minutes of free counsel for those who want to get a better understanding of their finances. You can contact them to book a discovery call today.”

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Registration SC638934

Contact:

0131 202 5533

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

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STRATEGIC WEALTH SOLUTIONS REVIEWS

Keith and his team are extremely knowledgable in their field and are a great source of information - especially for new clients. I feel I’ve been given good quality advice which has been tailored to my current circumstances/lifestyle. The pros and cons of each piece of advice were explained clearly and I left feeling confident in making decisions for my financial future. If anyone is thinking about exploring wealth management/financial planning I would absolutely recommend SWS

Very happy with the service from SWS. Having dealt with both Keith and Ryan, I find them both very professional, yet friendly, knowledgeable and approachable. I would certainly recommend SWS to anyone looking for financial advice.

I’m so glad I was referred to Strategic Wealth - the team consider so many details in every recommendation they make, and the regular contact makes it feel like a valuable relationship instead of just an investment. I’d recommend them to anyone who wants to feel confident with their investments and future planning.

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EWS FINANCIAL ADVISERS REVIEWS

From first contact, David Garvey and the team at EWS have been excellent. Communication is prompt and reliable. They have provided advice and guidance as to how best to manage our finances in a no nonsense way, giving examples and clear info. I have approached financial advisors in the past and have been met with stuffy old men in suits with expensive brochures who spoke in a language I didn’t understand and felt I wasnt able to ask questions. David is open and genuine and keen to help. Would highly recommend.

I contacted EWS Financial Advisors to get some advice about planning for retirement. I’m an academic in my early 40s and was worried about my pension. The got back to me right away, and I spoke to David over zoom for probably an hour. Super useful conversation, I left it feeling much more confident with a list of concrete things to do. It was just what I needed to get a real handle on some complicated pension issues! David was very generous with his time, easy to talk to, great advice, would highly recommend.

Worked with Matthew at EWS and found him incredibly helpful sorting through a range of investment/pension/tax questions and concerns I had. Would recommend EWS and will likely continue working with Matthew.

SEED FINANCIAL PLANNING REVIEWS

I have trusted Steven with my mortgage for many years. This time I needed to port my mortgage and take up a new mortgage to purchase a bigger house. I sought Steven out as he was no longer at the previous company but so glad I found him again. Steven explained everything and arranged a new mortgage and saw it through to completion. Catherine arranged a new life insurance and home insurance for us, also did a lot of chasing around at a crucial time during our house purchase and Steven was away on leave. Can't thank you both enough. Highly recommend Steven and his team at Seed Financial Planning.

Steven was recommended to me a few years ago and I wouldn't go anywhere else for mortgage advice. Always available, going above and beyond to provide a very prompt and professional service from start to finish.

Steven helped my husband and I with our first mortgage and more recently with purchase of our new home. Both times the process was made very easy and seamless by Steven. I would 100% recommend his expertise to anyone

TBR® Inspection Score Report

STRATEGIC WEALTH SOLUTIONS Total Inspection Points: 116/120
Business Images: 8
Experience: 8
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

EWS FINANCIAL ADVISERS Total Inspection Points: 115/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Social Media: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SEED FINANCIAL PLANNING Total Inspection Points: 113/120
Experience: 7
Business Images: 8
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10
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