Browse the Top 6 Financial Advisers Serving Edinburgh

See what 6 financial advisers serving Edinburgh offer, from pension and retirement planning to investment and protection advice. Review adviser profiles, read client feedback and contact professionals who match your financial planning needs.
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Harris IFA
11 Years
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Harris IFA provides independent financial advice specialising in pensions, investment management, and mortgage solutions. Based in Yorkshire but serving clients nationwide, we combine deep market expertise with cost-effective strategies. Our FCA-regulated services focus on tax-efficient wealth growth and retirement planning.
Pension Advice Investment Management Mortgage Advice
Very helpful Efficient service Expert guidance
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Mearns & Company
32 Years
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Mearns & Company & Company provides comprehensive financial planning and employee benefits consultancy services to individuals and employers across the UK. Based in Edinburgh, we combine 360 years of collective industry experience with innovative solutions to help clients achieve their financial objectives. Our FCA-authorised services include tax planning, pension advice, and customised employee benefit packages designed to enhance workforce engagement.
Financial Planning Employee Benefits Consultancy Tax Planning
Expertise evident Clear communication Award-winning service
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Jm Ifa
12 Years
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Jm Ifa is an Edinburgh-based financial advisory firm specialising in pensions, investments, and inheritance tax planning. We provide independent, client-focused advice tailored to individual needs, regulated by the Financial Conduct Authority. Our services aim to secure clients' financial futures through tax-efficient strategies and proactive portfolio management.
Pensions Investments Inheritance Tax
Approachable, easy going Maximised financial affairs Passionate and professional
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A1 Financial Solutions
25 Years
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A1 Financial Solutions provides independent financial advisory services specialising in pensions, investments, mortgages, and protection products. Established in Edinburgh since 2001, we deliver impartial advice tailored to individual and business needs. Our FCA-regulated services combine technical expertise with client-focused solutions to enhance financial security.
Mortgages Pensions Investments
Wilcocks & Wilcocks provides independent wealth management and private office services, specializing in retirement planning, investment strategy, and estate management. With over 22 years of experience, we offer personalized, evidence-based solutions to build and protect wealth across generations. Our client-centric approach prioritizes transparency, trust, and tailored financial education.
Wealth Management Investment Planning Estate Strategies
Personalised service Expertise Trustworthy advice
AB1 Financial Planning provides expert financial advisory services in Edinburgh, specialising in pensions, investments, tax planning, and wealth management. Our client-centric approach focuses on creating tailored strategies to secure financial futures for individuals and businesses. Backed by over 30 years of experience and industry-recognised accreditations, we deliver clear, jargon-free advice aligned with UK regulatory standards.
Financial Planning Savings & Investments Pensions
Musselburgh (5.7 mi) Dunfermline (13.1 mi) Linlithgow (15.6 mi) Leven (18.7 mi) Kinross (19.5 mi) Peebles (20.6 mi) Galashiels (27.6 mi) Carluke (28.9 mi)