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Midlothian
A trusted Edinburgh and Lothians IFA, Torphin Financial Planning offers professional guidance specifically on Defined Benefit / Final Salary Pension analysis and transfers. Investments, Pensions, Inheritance Tax Planning and Trusts. With many of our clients either retired, or looking towards retirement, we aim to help you organise your finances so that you can feel secure and ready for the next stage in your life.
Robin Sowerby
On the recommendation of a colleague, we first consulted Grant McDonald in 2010, the year of my impending retirement, a time of great personal financial uncertainty. His review of our financial options was immensely thorough and his recommendations have literally paid dividends. His advice then and since has been simply invaluable.
Financial Adviser Mortgage insurance Life Insurance Severe Illness insurance Income protection Wills and Estate planning Personal Medical Insurance
Midlothian
A trusted Edinburgh and Lothians IFA, Torphin Financial Planning offers professional guidance specifically on Defined Benefit / Final Salary Pension analysis and transfers. Investments, Pensions, Inheritance Tax Planning and Trusts. With many of our clients either retired, or looking towards retirement, we aim to help you organise your finances so that you can feel secure and ready for the next stage in your life. As independent financial advisers, we aren’t restricted in the same way as some financial advisers are: We’re nimble and can make quick decisions We’ve access to a larger choice of financial products which can be tailored to your specific needs (in comparison, a restricted adviser is restricted by provider or investment product) We have special partnerships with local stockbrokers, giving access to their investment expertise as well as ours We’re local, so you can call into our office in south Edinburgh, near the Pentland Hills, have a coffee and talk things over with us Torphin Financial Planning looks to build personal relationships with our clients that will continue throughout the years so that we can offer ongoing help and support when required. By getting to know you and your financial circumstances, we aim to ensure that you don’t pay a penny more in tax than you need to and that you’re making a profit on your investments. This relationship and understanding also allows us to keep you up to date with specific and relevant information on any changes in regulations which could affect your savings and investments. We are then in a position to offer the right advice so that you remain in control of your return
Meeting people face to face! I love building long lasting relationships through getting to know them and continually keeping in touch to ensure I am servicing them to the highest standard I possibly can. I love that my years of experience and my years of endless learning to keep up to date with regulations and exam requirements can benefit people whom otherwise may not have known that certain methods/products existed.
After leaving school in 1979, I graduated from Moray House Teacher Training College. I taught Technical Education in Secondary School for six years. Realising there was greater potential in the financial industry, I joined The Royal Bank of Scotland and then St Jame's Place as a Financial Adviser.
Again, realising I was offering a restricted range of products, it became apparent to me that my goal was to become an Independent Financial Adviser (IFA) to allow me to provide a complete service for my clients.
Setting up Torphin Associates Ltd (trading as Torphin Financial Planning) as a directly authorised company has allowed me to create an efficient working template in an ever changing environment. This has insured a bright future for the company which continues to grow and develop in my 30th year as an adviser.
At Torphin, we are concerned with the financial well being of our clients in a more holistic way: from investments, pensions, wills, powers of attorney and long term care; to Capital Gains Tax (CGT) and Inheritance Tax (IHT).
We always aim to provide honest, informed and dependable financial advice, based on long lasting relationships.
We like to ensure that we really understand your financial needs and concerns by providing a personal service with regular investment review meetings.
