Investment Management ServicesEstablished in 2012, the team at Grange Wealth Management has many years' experience providing practical financial planning advice to people, families and businesses in Edinburgh and the surrounding area. Just follow any of these links to book your free meeting: A free Financial Advisor pension check for retirement or pensions planning, a free financial health check for general financial planning, a free investment check to help actively manage your investments or a free mortgage check whether you're a first time buyer or looking to remortgage.
Key recommendations include talking to existing clients about their family's needs, allowing younger clients to invest lower amounts, with clearly defined products and prices” and finding new ways to dispense nuggets of financial wisdom — both online and at events.
Our philosophy is simple: we want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions, allow Clarity IFA to help you achieve your financial goals and aspirations by getting in touch with our independent financial advisers today.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
They advise individuals and businesses from all over Scotland and the rest of the UK. Their Scottish base in Glasgow is no barrier to offering expert whole of market independent financial advice to individuals and businesses based in England, Wales and other parts of Scotland.
For example every one of our clients get their own website where they can view all their policies , get valuations , store documents, see their bank and credit card balances all in one place and contact their adviser securely” Stephen Davidson, Managing Director.
While her choice isn't without risk — peer-to-peer lending isn't covered by the Financial Services Compensation Scheme, and returns can be affected by borrower defaults — she's satisfied that she doesn't need financial advice. At BEST FA, all our financial advisors are experts with many years of experience under their belt.
Kindar is passionate about the benefits financial planning can offer clients and she truly enjoys being involved in a clients' financial planning journey and the peace of mind it can bring. Prior to this, Stuart has held roles as an Independent Financial Adviser at Torquil Clark plc and Sedgwick Financial Services.