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Find the Right Financial Adviser in Edinburgh

Financial planning in Scotland can involve rules that differ from the rest of the UK. Scottish income tax rates and bands, and aspects of Scots succession law, may be relevant when planning pensions, investments and what you leave behind.

Financiable® is a free matching service connecting people in Edinburgh and across the UK with financial advisers who provide regulated advice through FCA-authorised and regulated firms. We don’t provide financial advice ourselves. We find out what you’re trying to achieve and introduce you to an adviser from our panel whose services, relevant experience and coverage align with your circumstances, needs and the type of advice you’re looking for. The initial consultation is free and there is no obligation to proceed.

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Your details are secure. See our privacy policy.

Your details are secure. See our privacy policy.

Why choose a financial adviser in Edinburgh?

Regulated financial advice is tailored to you. An adviser considers your income, existing commitments, objectives and timescales.

For people living and working in Edinburgh, relevant Scottish tax and legal considerations can also be valuable context. Scottish income tax rates and bands differ from those applying elsewhere in the UK, which may affect areas such as retirement income planning. Pension tax relief and wider tax treatment depend on individual circumstances and may change. An adviser experienced in working with Scottish clients can take relevant rules into account when assessing your circumstances.

Estate planning can also work differently under Scots law. Certain family members may have legal rights that apply regardless of the terms of a will. Where appropriate, a financial adviser can identify when input from a solicitor or tax specialist may also be needed.

Edinburgh’s diverse employment landscape means many people build up pensions and other financial arrangements across several employers, sectors or periods of self-employment. A financial planner can help bring these arrangements together, explain how they fit into your wider position and support you in planning towards your longer-term goals.

Subject to adviser availability and the service you need, you can choose how you would prefer to speak with an adviser. Some advisers on our panel may meet clients across Edinburgh and the Lothians, while others offer consultations by telephone or video call.

More about how we work
An older couple sitting with a financial adviser, being handed a document across a desk

How to find the right financial adviser in Edinburgh

To find the financial planner in Edinburgh best suited to your needs, follow these steps:

  1. Submit an enquiry

    Complete a short enquiry to tell us what type of financial advice you are looking for.

  2. Speak to our team of specialists

    One of our team will call to establish your objectives, the area of advice involved and where in Edinburgh you’re based.

  3. We match you to an adviser

    We identify the adviser on our panel best placed to help, based on their specialism, the clients they typically work with and how you’d like to meet.

  4. Have a free initial consultation

    Your initial consultation is at no cost. You can ask questions, including how they charge and what advice would involve. Any further advice or ongoing service may involve adviser fees, which will be explained before you decide whether to proceed.

Financial advice services available in Edinburgh

Advisers on our panel cover a wide range of financial and pension advice in Edinburgh, including:

  • Combining pensions or moving a pension to another provider
  • Retirement planning
  • Investment advice, including ISAs
  • Estate and later-life planning
  • Ongoing financial planning
  • General investment planning

Why choose Financiable®?

Most people don’t want to research advisers. They want to already be speaking to the right one. Financiable® connects you with an adviser chosen according to your objectives and your circumstances.

  • Advisers from FCA-authorised firm

    Every introduction we make is to an adviser providing regulated advice through an FCA-authorised and regulated firm. You can check the firm’s status and permissions on the Financial Services Register.

  • Matching service

    The call with our team of specialists means you get a considered introduction rather than a page of search results to work through yourself.

  • Edinburgh and UK-wide

    We can connect consumers in Edinburgh with advisers who serve the local area or provide remote consultations, depending on availability and the type of advice required.

  • No charge, no commitment

    The matching service and your initial consultation are both free, and what happens next is entirely your decision.

Find a pension adviser in Edinburgh Whether you are reviewing your pension, preparing for retirement or looking for help with your wider finances, Financiable® can introduce you to a suitable regulated adviser.

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A regulated route to financial advice in Edinburgh

  • Regulated by the FCA

    Financiable® is a trading style of TFAS Wealth Limited which is authorised and regulated by the Financial Conduct Authority – reference number: 968148.

  • Registered company

    TFAS Wealth Limited is a registered company in England and Wales – company number: 13664696.

  • Registered office

    Second Floor, St Andrew’s House, 119-121 The Headrow, Leeds LS1 5JW.

  • Data protection

    Registered with the Information Commissioner’s Office under registration number ZB370703.

Get in touch

Your introduction is designed to help you explore your options without making an immediate commitment. The initial consultation is free, and you can decide whether the adviser’s experience, approach and fees are suitable before taking matters further.

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