Financial service in Edinburgh

“This is the second time I have used First Mortgage. I have found them to be highly professional and having my best interest at heart. Craig explained all my options and discussed them thoroughly. Amy was first class in her communications with me keeping me updated and following up on any concerns I had. I would definitely recommend First Mortgage Livingston and have previously passed their details on to friends and family.”

“Liam at Mortgage Simplicity has been an amazing help to my partner and I in securing our first home. For both the mortgage and life insurance, he was able to answer any questions that we had and was able to give advice and recommendations based on our situation while also helping us plan forward for what may happen. Cannot recommend him more. 10/10”

“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! :)”

“We really appreciated how helpful and friendly the First Mortgage team were. Ciaran was very approachable, responded quickly to queries and had a flexible schedule that allowed our application to progress quickly. Shannon was also very communicative and we never felt we needed to chase something up or weren’t sure what the next steps were. We felt confident we were talking to someone who would help us get the best deal and would gladly recommend them to a friend.”

“James was absolutely fantastic! From start to finish, he guided us through the mortgage process with clarity and professionalism. He clearly outlined what he needed from us and what we could expect from him, keeping us informed every step of the way. His patience and willingness to answer all our questions, no matter how big or small, were truly appreciated. After years of renting, we're thrilled to have secured our dream home thanks to James' expertise and dedication. If you're looking for a seamless mortgage experience, look no further than James - you won't be disappointed!”

“Absolutely delighted with Alan's help during obtaining a mortgage in a complicated situation I found myself in. I used a different mortgage advisor in the past, and that person never provided me with all the options that Alan mentioned during my consultation with him. Easy to deal with, professional, in touch when necessary - I can recommend Alan to everyone. I will be using his services in the future.”

“We were remortgaging at the end of our initial term, and wanted to work with an advisor who could answer the (many) questions we had and discuss a wide range of options. We would highly recommend Daniel at Experts 4 Mortgages. From our initial contact by email to having a long discussion about the many options available, Daniel was always incredibly knowledgeable and keen to share his knowledge. Whenever we had a question, Daniel was quick to reply and made the whole process very smooth. We would not hesitate to contact Daniel in future when we next remortgage.”

“Worked with Mark from Advantage home finance last year for the sale of my flat and purchase of a new property. He was approachable, hard working, very informative and easily contactable.”

“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.”

“Graham was incredibly helpful and hands-on throughout the entire process. He took the time to explain everything clearly, made sure I understood all of the options available to me, and went above and beyond to make things run smoothly. I would highly recommend him to anyone looking for expert and personalised mortgage advice.”

“Great service with very helpful and friendly staff. Susie’s help was fantastic, we don’t know what we would’ve done with her!! Would highly recommend First Mortgage and will definitely use them again in the future.”

“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.”

“I decided finally to make a change and improve my health and fitness. Dave and his team are amazing. They have been so supportive and encouraging helping me to make positive changes. As a personal trainer Dave is helping me in stages to realise what I can do, not what I can't. For a novice I think that the gym is perfect, a good size; not too big and very welcoming. We are working to preparing a workout and health plan for my own needs which I am looking forward to. The equipment I've used so far is amazing and well laid out. I am looking forward to Cleanliness and COVID procedures are very reassuring. The team, the gym, and location for me are perfect. Thoroughly recommend.”

“I would like to give special thanks to Sean & Kathryn. I purchased my first home and this year and despite the pressure and seriousness of getting involved with a long term mortgage, Sean & Kathryn were very supporting and provided thorough information at a manageable pace. I have Aspergers Syndrome and can find the amount of legal text very overwhelming, but they were patient and took the time to explain things and answer my questions. I would also like to thank Sean for being informal enough that it didn't feel too formal that the decision-making required by me feeling too gravitational. I know meeting in your gym stuff was accidental but compared to your colleague who was in a full suit, I found casual clothing more comforting and relatable. You knew your expertise and knew how to translate it for me to a language I understood. Thank you both :)”

“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!!”

“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.”

“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.”

“Brendan is very professional, responsive and efficient. He goes above and beyond to ensure we are getting the best service possible. Would highly recommend his services.”

“⭐️⭐️⭐️⭐️⭐️ 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.”

“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!”

“My 88-year old Mother was having dental issues and the dental centre that her Care Home recommended were useless so I shopped around on the phone and found Albany! I explained the situation to Naomi who was onto it immediately; I then got a call from Murray who offered to see Mum for an initial assessment and now we are seeing a specialist. So efficient, so reactive, so professional, so caring; I can’t recommend Albany highly enough.”

“As a tenant with Clan Gordon I’ve had a great experience. They were very attentive and had great communication throughout our tenancy. Thank you to Gregor who was always there to support us with any issues or queries. I can safely assure any future tenants that you’re in good hands!”

“I have been using 9% Property Management to manage my Edinburgh flat for approx. 4.5 years now and I cannot recommend them highly enough. Living abroad, it was nerve wracking to leave our property in someone else's hands, but Stewart and the team have been absolutely fantastic - so much so that they now manage a second property for us too. They have kept the flat consistently occupied and have managed any repairs required using high quality repairers and always providing options and recommendations for us to consider. Using 9% proved to be a great decision, you get a much higher quality of service than you would from other more commercial/ less personable property agents.”

“Zoe was brilliant and found our perfect holiday to Mexico. She explained everything in details and happily printed off a few options for us to take away and discuss. We returned shortly after and went ahead with the booking. Thanks for all your help Zoe”