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Edinburgh
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.
Edinburgh
Meetings by phone or MS Teams currently, but usually in person. No charge, no obligation first meeting. Advice specifically designed to suit each person's circumstances. I work through 2plan wealth management - a top rated UK wide financial advisory firm. Pension / retirement advice. Pension funding, Annuities, Income Drawdown. Investment advice, bespoke portfolios built around what you want to be included or not.
Astute Financial seek to combine industry experience with a fresh energetic approach to financial advice. We are a company rooted in knowledge, expertise and a commitment to giving quality, trusted financial advice. We offer private wealth management, assistance to corporate clients and everything else in- between. Our relationship with clients begins with a detailed analysis of their situation. This includes a review of existing client circumstances, and the identification of financial aims and objectives. Put simply: a full financial health check so that we don’t miss a single opportunity to help today and build a comfortable, safeguarded tomorrow. Once those financial aims and objectives are identified, we offer clear solutions to help you achieve them. Central to our ethos is the idea of Lifestyle Financial Planning, also known as Cashflow Modelling. This enables the creation of a precise, visual blueprint that identifies current financial gaps that could impinge upon your achieving those financial aims and objectives.
Genuinely changing people's financial lives is always a thrill and once we educate clients that the my role is not to sell them products or portfolios it is very satisfying when my clients and I are working in partnership to achieve what they want with their money.
My career allowed me to work for different kinds of organisations from large global life offices to smaller IFA firms and this experience allowed me to paint a picture of what a great financial planning firm would look like and I simply wanted to put this picture into action and build a firm that was centred around the client and change their financial lives.
I don't think you can underestimate the value of experience and qualifications and with over 20 years experience and being a Chartered Financial Planner, I believe I tick both of these boxes. Perhaps more important than qualifications and experience I personalise every client recommendation as there is no such thing as a one size fits all approach. I have always believed that when talking about finances a picture paints a 1000 words so we make cash flow modelling software at the heart of our process to ensure that clients have clear explanations of their current situation and my recommendations.
Absolutely, we have implemented Microsoft Teams and have the ability to conduct very productive meetings together.
4.99/5.00
based on 64 reviews
The average rating for Bark Financial Advisors in Edinburgh is 4.99, based on 64 reviews.
