3 Best Financial Services in Edinburgh

Expert-recommended Top 3 Financial Services in Edinburgh, UK. All selected financial services undergo rigorous 50-Point Inspection, assessing reviews, reputation, history, price, proximity, and more to ensure excellence. No Pay-to-Play!

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STRATEGIC WEALTH SOLUTIONS

Office 10, 109 Swanston Road, Edinburgh EH10 7DS, UK Directions

Since 2014

Wealth Management Retirement and Financial Planning Investment and Inheritance Tax Protection Cash Flow Analysis Investment Estate Planning Corporate Services Specialist Banking & Mortgage

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, such as Standard Life, The Chartered Insurance Institute, Nationwide Building Society, and Lighthouse Financial Advice. 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.

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Registration SC517668

Contact:

0131 357 3240

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

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EWS FINANCIAL ADVISERS

21/23 Thistle Street, Suite 3, Thistle House, Edinburgh EH2 1DF, UK Directions

Since 2004

Financial and Pension Planning Investment Planning Inheritance Tax and Pension Advice Estate and Tax Planning Critical Illness Cover Wealth Management Plan Consultation Life Insurance & General Advice

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.

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Registration SC607307

Contact:

0131 564 1222

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

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SEED FINANCIAL PLANNING

15 MONTAGU TERRACE, Edinburgh EH3 5QR, UK Directions

Since 2022

Tax and Estate Planning Savings and Investments Pension and Retirement Planning Protection Commercial Mortgages Family & Business 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.

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Registration SC638934

Contact:

0131 202 5533

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

TBR® Inspection Report:

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