Financial advisor in Edinburgh

“We were recommended Erskine Financial through a work colleague after having a bad experience with another mortgage advisor. We couldn’t have been more grateful for this referral! We worked with Scott who was fantastic from start to end. Even now that we have our home and have stayed here for over a month, we are still kept in the loop about insurance and even had an email to say he found a cheaper insurance even after a month of living here! All the staff are super friendly and Scott especially was very attentive to all our needs. He kept us in the loop with everything and put up with our constant questions! Couldn’t have had a better experience with a company and will 100% be going back when we decide to move home. Can’t recommend enough. Lovely staff, beautiful office, friendly, helpful and super accommodating!”

“I purchased a Citizen watch through the Macintyres online shop. The price was one of the most competitive I found online, the service was excellent, I received an email saying my watch had been dispatched, it arrived via Royal mail the next morning extremely well packaged. I would highly recommend Macintyres of Edinburgh. Overall I was very impressed P Hughes”

“Took care of my mortgage in a professional manner , finding out the best rates and tailoring it to suit my needs. Would highly recommend this company.”

“Thanks to Matthew's expertise and guidance, I feel confident that I have made informed decisions about my pension that will help me secure a comfortable retirement. I highly recommend their services to anyone seeking professional financial advice.”

“5 stars from start to finish! As a first time buyer, I had so many questions and nerves along the way, and Steven was absolutely amazing in answering my questions, being available to talk things through, and securing me the best mortgage rate possible in some of the most challenging circumstances. He went above and beyond to do the best by me, even when lenders were pulling deals and rates were ever-changing. Cannot recommend enough!”

“I had asked around my network for recommendations on accountants to help me with my tax return, and Shaima Todd's name came up more than once - after meeting with her I can see why. Shai is extremely knowledgable and professional in what she does, she gave me some fantastic advice relevant to my financial situation, and is a lovely person to boot. If anyone is looking for an accountant I wouldn't hesitate to recommend Shai at Mirandus Accountants.”

“I can’t recommend Roddy highly enough. I wasn’t sure whether I’d be able to get a mortgage but the process with him was seamless. He was friendly, knowledgeable efficient and reliable throughout. Thank you, Roddy!”

“Brilliant support from a professional team. I am very happy to have picked Chrunchers in Edinburgh as my accountant - I can 100% rely on them to do all the compliance work done for my business as well as providing friendly, helpful advice on any issue (and I had some complicated questions at the start!). Super responsive, friendly and competent - I would definitely recommend them to any business looking for an accountant!”

“Our financial adviser Graeme gives us faultless service at all times and is always timeous with his updates and information regarding our financial situation. I would not hesitate to recommend him and Poise Financial Planning to anyone.”

“Great people, no one would bother to do the work and after the first bump they just abandoned us, but John went over the extra mile and looked the full picture.. We not only got granted one mortgage but 2!!I couldn't recommend him more! If you struggle and there is a chance he will get you one! I will be back for my next mortgage in a few months, thanks!”

“Very professional and helpful service whenever needed, would highly recommend.”

“Amy, Dean and the rest of the team at Rowanbank are excellent. They are the FA's for myself and the rest of my family. I would seriously recommend having a chat with them!”

“Paul is always friendly but professional . Gives sincere advice with no pressure.”

“Friendly staff and quick service”

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

“Helpful staff and quick responses when needed. Good service, would recommend”