Audit & Consulting in Edinburgh

“My wife and I used Scotia Wealth Management to get some pension and saving's advice. We dealt with Jamie who was very knowledgeable and easy to deal with. Scotia now manage our pensions and we are very happy with the help and advice we received. Since then I have recommended their services to family members.”

“Roddy has spent time to really understand my business and gives me solid advice”

“Great service, a pleasure to work with”

“Dealt with Alison on reception. Absolutely fantastic to deal with and very efficient. Thanks again.”

“I came to Orchard after 2 previous attempts had been unpleasant. I had low expectations after being patronised and misinformed by previous advisors. Orchard were amazing from the start. My application went without a hitch, they kept me informed at all times and answered all my questions. If I had gone to them in the first place I would have thought arranging a mortgage was easy. I would urge anyone to go to them.”

“We are in the process of a personal financial overhaul and we are so grateful to Gregor for his time, dedication and patience! His processes really do make a difference to how we viewed our finances and with his help, can not only plan for the future, but live in the now. Highly recommended”

“I have found Independent Women to be incredibly helpful - always providing professional advice that is totally geared to my life plan. I have already recommended Lesley and her team to my friends and would recommend wider to anyone looking for financial advice / support.”

“I have benefitted from the services of David Rowe (Small Business Support) over many years now in examining and finalising the accounts of several charities with which I am involved. I have always found him to be co-operative and friendly, with pleasant, efficient and reliable service. Even outside of the parameters in question, his informal advice has proved helpful. I have no hesitation in recommending him over the full range of the services he offers.”

“I recently had the pleasure of working with Connel Burt at Burt Financial Planning to set up my pension, and I can confidently say the experience exceeded all my expectations. From our initial conversation to the final setup, Connel demonstrated an exceptional level of professionalism, knowledge, and customer service that made the entire process seamless and stress-free. One of the things I really appreciated was Connel’s commitment to making the process as convenient as possible for me. Rather than asking me to visit his office, he made the effort to come to my premises, which I thought was a fantastic touch. This level of service showed his dedication to putting clients first and ensuring everything was as easy and hassle-free as possible. What truly set Connel apart was his ability to explain complex financial matters in a clear and concise way. Pensions can often feel overwhelming, but he took the time to break everything down into simple, easy to understand terms, ensuring I fully grasped my options and felt confident in my decisions. Beyond his expertise, Connel was incredibly personable and approachable. He made me feel valued as a client, and I never felt like just another number. His attention to detail and tailored approach meant that he didn’t just set up a pension for me, he crafted a plan that aligned perfectly with my financial goals and future aspirations. I can’t recommend Connel highly enough for anyone looking for financial advice, particularly regarding pensions. His dedication, transparency, and customer first attitude make him a standout in his field. If you’re looking for someone who truly cares about securing your financial future, Connel Burt at Burt Financial Planning is the person to trust.”

“Amazing quality service from Arcata, very punctual, quick, exhaustive, provides all advice and information required. Strongly recommended.”

“Much needed guidance from Chris Tweed throughout the lead up and into our retirement period, clear advice built around our managing individual pensions and planning towards a secure future. To date we are very happy with the service received and our plan is maturing as predicted.”

“Amazing experience from start to finish. We really felt in safe and knowledgeable hands with Katie. Would definitely recommend her to anyone.”

“Joined Capco over a year ago. Great people, working environment, clients and offices in city centre.”

“Highly recommend PW&Partners, to sort out your finances, pensions and investments. We wouldn’t use anyone else. Kind, thoughtful company, great customer service. Nothing is too much trouble”

“Excellent, clear and personal help.”

“On time, accurate, stress free, and worthy of a real decent review. My go to guys-leave the others in their dust! Really!!!Dr Kieth Deats”

“First rate financial advice and a service tailored to my goals. Thank you Sutherland”