Financial advisor in Edinburgh

“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.”

“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.”

Bee Smarter Life Insurance offers comprehensive personal protection and financial security solutions in Edinburgh. Based at International House on Thistle Street, the agency serves individuals and families seeking clear, dependable insurance policy options. Key services include life insurance policy consultations, critical illness cover evaluations, and written-in-trust policy arrangements. The firm provides detailed policy reviews to ensure existing protection meets current industry definitions and standards.

“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.”

“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.”

“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.”

“I was looking for a reputable company to help with claiming Capital Allowances for our short term holiday let business. I reached out to Cavetta Consulting. Lois got back to me really quickly and took the time to explain the process and was incredibly knowledgeable. Before committing to anything, I got sent a proposal which was really informative and detailed the potential allowances I could claim for and the cost involved. Lois then viewed the properties and sent over a detailed and professional report with the qualifying expenditure/allowances. What I liked about Cavetta Consulting was that you pay 80% of the cost up front, but you only pay the remaining 20% once everything is ok with HMRC. Lois and her colleagues offer support with corresponding with HMRC, so you don't have that worry. I wouldn't hesitate to recommend Cavetta Consulting to anyone looking for help to claim their Capital Allowances! Thank you!!”

“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”

“Effective and professional accounting, excellent advisers I got to know what I really had to do and where to go at my first meeting.”

“warm and friendly advise they really took time to answer all the questions I had. I would definitely use this company in the near future thank you.”

“Muhammad is a top accountant and all round great guy. Extremely fair prices and unparalleled service. He comes highly recommended.”