Financial advisor in Edinburgh

“The correctness and reliability of the services provided are what I expect and receive from this company”

“I have found all the staff very helpful. Kevin and Niall went the extra mile in liasing wth my current Mortgage provider and the new one. Very knowledgable about the lending market. Best mortgage brokers I have used.”

“Very reliable, never too busy to help out, would definitely recommend to others!”

“My credit isn’t the best and I wasn’t sure what to expect with everyday loans in Edinburgh however I have to say the experience was almost enjoyable. The first contact I had was via the phone with Cindy who was very professional- she went through all my initial info but didn’t make it feel intrusive... very matter of fact which I liked. I was then invited to make an appointment which I did for the same day. The offices are up the stairs near Costa coffee which was the only thing that slightly put me off but I actually am mad at myself for even thinking that because the service I was given was second to none. Cindy met me by shaking my hand and then Donna cane through who is the manager there( I think I’m correct)and again introduced herself and shook my hand. It’s all very above board - credit checks are done and ID is taken and photocopied but although I couldn’t get a loan with my bank I got a loan here. There was no time at all that I felt pushed into a loan- even at the end when I was signing paperwork Cindy said to me I could think about it rather than rushing into it although we had already discussed the alternatives and whether a loan was the best option etc etc. . And even before I signed on the dotted line and certain literature was given to me to read I still did not feel forced into it/ in fact you would normally pay for the financial advice I was given. I received the monies into my account within a couple of hours and my credit card debts were paid overnight. I read reviews as people are normally honest and I also have been totally honest - it’s a professional but friendly business and if you are needing a loan I would definately recommend them even if you go and have a chat with them first to see if you are eligible. Thanks Cindy and Donna.”

“We originally attended earlier than we expected to discuss our mortgage situation and had planned to buy next year as we were unsure we were in the best place to get on the property ladder. After our first meeting with Lyndsey we were immediately reassured that we were in a great position. It all happened very fast and we found our property quicker than expected but Lyndsey and Rebecca handled everything super efficiently for us and within a month we are already getting prepared to move into our new home! We cannot thank them both enough for how professional and friendly they have been, and being able to do meetings over Zoom and upload everything to the online portal made it super easy to work around our busy work schedules. Thank you First Mortgage! :)”

“Cowan & Partners have been fantastic accountants, both for my personal finances and our company. Their expertise and attention to detail have consistently provided peace of mind, making complex accounting tasks straightforward and stress-free. The team is always responsive, approachable, and proactive in giving excellent advice tailored to our needs. Highly recommended to anyone looking for reliable and professional services!”

“We are very happy to have had Liam Spence as our broker and mortgage advisor. As this was our first time going through the mortgage process, we are extremely grateful for Liam’s patience and guidance throughout. He explained everything clearly and professionally during our first introductory meeting, and both my partner and I felt supported from the very start. We also appreciate all the support from Marica Ragia, ensuring we had the right documentation and guiding us through each step. Whenever we had any questions, both Liam and Marica responded to our emails almost immediately. We are truly thankful for their help and would highly recommend Liam and Marica from First Mortgage to anyone looking for reliable and professional mortgage advice.”

“Alan and the team are great, really professional service and wouldn't hesitate to recommend to any local small business, I have referred a few of my friends who are equally as happy. They make sense of everything, provide great tools for me to manage the business on a day to day business from the click of an app on my phone.”

“I really liked the presentation of my detailed cash flow, which took me into the future and demonstrated the impact of potential changes I could make now. Keith was very thorough with his explanations. The impact his advice is having on my future retirement plans is enormous. Thanks so much.”

“The team at Malleny were absolutely fantastic with us. We were buying our first home and everything was so seamless. Made it easy! Thank you to Gabby and Gregor for everything! I would a million perfect recommend. True professionals.”

“Dawid is a 100% professional. Thanks to his extensive knowledge based on several years of experience and continuous improvement, he is able to answer every question. He is not only an excellent accountant, but also a helpful advisor. I am grateful to him for his time and valuable advice. TaxOne is a company definitely worth recommending!”

“Gateway Insurance Services is a friendly and professional organisation. Gareth was very thorough and got me a far better quote for my house contents than my previous insurer could give and a lot more cover. I was a customer of his when he worked for Ransons so it's great doing business with him again. I would highly recommend his services and it's great dealing with a person face to face than over the phone.”

“We had first class service from Pam at the Cameron Toll shop who made booking our cruise so easy. Pam was so helpful talking us through everything. We have booked both package holidays and cruises at the store on many occasions.”

“Richard and his team have provided great advice and support through the set up and now wind down of my business. They are easy to contact and very competent. Thank you!”

“I sent an enquiry regarding a World Cup trip. Bethany phoned us as soon as the draw was made and booked flights and a hotel. She was professional and friendly. She saved us so much money by booking before the huge price increases.”