The 30 Best Financial consulting in Edinburgh

“Collette was absolutely amazing through the whole process with assisting us to buy our first home! From her advice on what to look for when buying a house to helping us with pretty much all the paperwork and emails once we had picked our house. First class service! So friendly, Helpful and just made the process really simple and straightforward. Thank you so much!”

“Mariusz Zdybel is exceptional! His extensive knowledge, competence, and experience are truly remarkable. He answered all of my questions about mortgage applications and provided valuable advice on my existing life and health coverage. Additionally, he helped me secure critical illness protection. After consulting with two other advisors, I can confidently say he will be my go-to advisor from now on. Highly recommended!”

“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!”

“In times of financial upheaval it is great to have the steady input of a confident Financial Advisor. At our recent Annual Review we had an excellent session with Conrad Barrie. He took the time to answer all our questions and was very thorough and thoughtful in his approach. As always, we appreciate ARD's unique blend of professional and personal touch.”

“⭐️⭐️⭐️⭐️⭐️ Amazing service from these guys from first interaction. Professional service delivered every time, while always made to feel welcome and at ease with any worries issues I have approached them with. I Highly recommended Zen for anything tax and have already recommended them to friends who are now also happy clients.”

“I couldn’t have asked for better representation during my NMC hearing. My solicitor Rohini Shah was patient, understanding, and extremely skilled. She took the time to listen, prepare me, and advocate strongly on my behalf. Her support truly helped me get through a difficult period. I’m deeply thankful and would highly recommend her to any nurse needing legal support. Thank you, your help was very appreciated.”

“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.”

“I have been using Stewart Accounting Services for almost 2 years after choosing to setup my sole trader business. As someone totally new to running a business, Mark and his team have been fantastic in helping me understand what is involved and most importantly helping me stay compliant with all my accounting and tax requirements. They are always available to answer any questions no matter how trivial and I would certainly feel confident to recommend them to anyone.”

“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.”

“Exceptional Service! I cannot express enough gratitude for the outstanding service provided by Cornerstone Letting Agents. From the moment we went for the viewing, they displayed an unparalleled level of professionalism and understanding towards our circumstances. What truly sets Cornerstone Letting Agents apart is their remarkable efficiency. They wasted no time in addressing our needs, swiftly guiding us through every step of the process with clarity and expertise. Despite our unique situation, they demonstrated a genuine commitment to securing the apartment for us and helping to move in a very short period of time. Moreover, their attentiveness to our concerns and proactive communication ensured that we felt supported and informed throughout the entire rental process. It's rare to encounter a letting agency that genuinely cares about its clients, but Cornerstone Letting Agents certainly exceeded our expectations. Overall, I highly recommend Cornerstone Letting Agents to anyone looking to rent in Edinburgh. Their dedication, efficiency, and understanding make them a top choice.”

“I've been renting with Cullen Property , and I've had a really positive experience! The team is always super friendly and helpful, making the whole process smooth and easy. Any time I've had a question or needed something, they've been quick to respond and resolve it. The property itself is well-maintained, and any maintenance requests have been handled promptly. Honestly, they're a fantastic agency, and I'd highly recommend them to anyone looking for a great rental experience! They're doing a great job.”

“Unfortunate circumstances as we brought our deceased wee cat in at around 12:45am...but stuff absolutely brilliant, kind , helpful and very professional. Many thanks to this excellent facility. Glad you were there when we needed you.”

“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.”

“Excellent service - friendly, reliable and efficient. Ewan Campbell helped make a daunting process go smoothly and kept us in the loop throughout. I highly recommend him.”

“David Hand and the team at Futurity Financial Services offer unbiased advice that will help your financial requirements after conducting a full comprehensive analysis of your commitments and the current financial market.”

“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!”

“Great service. Appointments are arranged at times to suit me and the information provided is explained clearly and concisely. The staff are very friendly and helpful.”

“A1 Financial Solutions are my immediate point of call for a number of personal financial matters and I regularly suggest A1 to friends, family and business contacts with complete confidence.”

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

“Fantastic company to deal with. Kyle was brilliant from start to finish. Prompt, efficient and very professional (but also very friendly!). Thanks Kyle!”

“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!”

“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!”

“Couldn't recommend Dionne enough, she is so helpful and knowledgable and made the whole process of getting a mortgage stress free. She was always quick to reply to any questions and I am so glad we chose her to help with our mortgage application!”

“I contacted Keith to assist with an application for further borrowing from my mortgage provider. This was attended to very quickly. The face to face meetings were very conveniently arranged and other communications recieved very prompt replies and actions. It all went very smoothly and I will definitely seek his advice again.”

“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”

“Can't fault the experience that I received from the company, they kept me informed through all the procedures with my pension and I would say that they definitely are worthy of a five star + for all their dedication. A big thank you to Ian and Sarah.”

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

“Excellent customer care, very good communications”