The 30 Best Financial advisor in Edinburgh

“Ian has been amazing! He has been honest and transparent throughout and always gives you alternative ways to do things if original plan didn't quite work.. We found Ian always considerate of your views and feelings and made every effort to make things work. No cutting corners with Ian and no false hopes. I strongly recommend Ian for his experience and skills but also for his character and the effort he will go to secure a mortgage for someone.”

“The level of service we received was outstanding. Any question we had was answered with the best knowledge and advice every step along the way with securing our mortgage. Graham was extremely professional and kept us updated regularly so we were never left out of the loop. I would highly recommend him and this company!”

“Kevin has been absolutely fantastic from start to finish he has helped secure me a joint borrower sole proprietor mortgage with my father - it was a very customised request however Kevin worked tirelessly to secure me a mortgage. He was responsive and reassuring. His communication is excellent and he always responded to my questions within an hour or two. He worked above and beyond what I would expect of a mortgage broker and was very personable throughout. I am absolutely delighted with the service provided and I wouldn’t hesitate in recommending Gunn to my family and friends as he never lets you down . Thank you Kevin.”

“I would highly recommend the Spentwell Masterclass to anyone who is concerned about their retirement, wants to put a plan in place but doesn't know where to start. It is a subject that I had little knowledge about but Keith really cuts through the jargon and breaks it all down into its simple parts. I just wish I had signed up sooner. If you're thinking about it DON'T PUT IT OFF, this is really important stuff!!”

“With the help of Martin, I established my company in 2013. His advice and wise counsel at the outset has stood the test of time and I am very happy that he continues to address all my accounting banners, both company and personal. On a personal basis, Martin is very approachable and will always quickly respond to any queries. He always goes the extra mile to set out things in a way in a way that "non-accountants" like myself can understand - something for which I am most grateful. I would have no hesitation in recommending Martin for all your accounting needs.”

“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.”

“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!”

“Michelle, Gavin and the team at Sutherland Black have supported our company over last decade and are great to work with no request a hassle. Always available for any enquiry I might have.”

“Working with Maria is a breath of fresh air! So positive, proactive and helpful, always responsive and easy to work with and keeping me right on my accounts and book keeping. Highly recommend!”

“The best accountants ever! After struggling with my previous accountant (she never had time, it was hard to get any response from her, etc), I decided it was time to change something. After some research and meeting with Lynsay, I decided to go with Count On You, and to my surprise, the whole team is fabulous! At the moment, I can only say it was the best decision I ever made. They are always happy to help, give advices, explain everything, and communication is brilliant. I can focus on my work without stressing about accounting stuff, cause I know, that I can count on the whole team from Count On You. Well-invested money!”

“Very professional, reliable and efficient been with Murshid for just under a year now and would highly recommend him!”

“Harper's Concierge are an excellent company. We have had our mews property managed by Eddie and his team for a number of years now and it couldn't be in safer hands.”

“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.”

“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.”

“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.”

“Neil and the team at One Accounting are such a trusted partner for us - as we are growing our small business, they are really helping us produce the key information we need to help run it. They have helped us set up a consistent budgeting and financial management system, useful KPIs, and throughout are so enjoyable to work with. Highly recommend their services!”

“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!”

“Very happy with my experience with Bracey's Accountants. They answered all of my questions promptly and clearly, making the whole process smooth and stress-free. Would definitely recommend their services!”

“Gosia was very helpful - efficient and professional, would not hesitate in recommending Herd Accountancy as they are great value for an excellent level of service. Thank you Gosia.”

“Cadzow is by far the best agency. The team is brilliant and kind, always ready to help. They’re amazing people who deliver exceptional work,truly a pleasure to rent with”

“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.”

“My partner and I experienced excellent service from Pat. He guided us through the mortgage application process and made meetings enjoyable and stress free for us. Would recommend.”

“We recently purchased a property using mortgage advice exchange. Our contact throughout was with Declan Lamb who we found to be a pleasure to deal with. He was extremely professional throughout the process and his knowledge and expertise made the whole process easy and smooth from start to finish. We fully appreciate all his advice and patience, would definitely recommend. With both of us being self employed it caused previous knock backs with other companies however Declan went above and beyond and successfully got us mortgage that we wanted. We would both like to say thanks very much to Declan and wish him the best for the future. Gerry & Audrey”

“Taxassist has been really helpful for taking care of all my accounting needs. They are well equipped to do this professionally and assist me on time. I would strongly recommend them for any business.”

“Amazing company to have to look after your business. Always available to help and staff are super responsive, knowledgeable and professional. Thanks!”

“Randal and Terri made my mortgage renewal process very straightforward. Randal's experience in dealing with clients working as GP Partners was evident and having used other financial services within Condies, I was confident I was being given the advice I needed.”

“Working with Annette and her team has been a breath of fresh air. In all the years that I have been in business, I have never had so many opportunities to get guidance from my accountant on a regular basis, setting goals using the profit first methodology and finishing each call fulfilled rather than being lectured. Thank you for everything you have done for my team and the business. We know we are on a winning track with 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.”

“Kerlin and Chrisabella a big thank you for your excellent customer service demonstrated whilst supporting my dad purchase his new watch. We appreciate the time you took to ensure he was happy with his purchase and your product knowledge was excellent. We will be back!”

“Really enjoyed my experience in working with Neill and the team at Cox&Co. I’d initially reached out in 2019 to explore my interest in owning property in Scotland as an American. They were always present throughout the various turns the path took to finally achieving my dreams. I was really impressed on their knowledge, presence, thoroughness and overall pleasantness. I recommend Cox&Co regularly to anyone looking to purchase or rent - they’re great at it all!”