Find an adviser who knows the territory.
We match people in Edinburgh with independent, FCA-regulated financial advisers. Free, no obligation, locally based.
What we cover
Whatever you're planning, we'll find the right adviser.
From a first pension review to passing on a family home, our advisers cover the full picture. You tell us what's on your mind. We find someone local who works in that area every day.
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Pensions & Retirement
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Investments
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Mortgages
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Protection & Insurance
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Inheritance Tax
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Equity Release
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General Advice
The process
Three steps. Roughly four minutes.
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Tell us what you need
Pick the area you want advice on and a few details about your situation. Takes about a minute.
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We match you with an adviser
We hand-pick an independent, FCA-regulated adviser in Edinburgh who works in that area every week.
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Free initial consultation
Meet your adviser in person or by video for a no-obligation chat. Carry on only if it feels right.
Why us
Why people choose us.
01
Completely independent
We don't sell products. We don't take commission from advisers. We're paid only when the right match is made, which means we work for you.
02
Local to Edinburgh
Every adviser on our books works out of an Edinburgh office. They know the New Town, Leith, Morningside, and the people who live there.
03
Properly regulated
Each adviser is authorised by the FCA. We verify registration and good standing before we ever send your details across.
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No obligation, ever
The first consultation is free. If you don't want to carry on, you don't. We won't chase. We won't pass your details on. That's the whole point.
5-star Google reviews
What people say after the first chat.
"Friendly and professional financial advisers in Edinburgh who gave me some investment, pension and mortgage advice. Would recommend them to anyone who is looking for independent financial advice."
"The financial advisor from Edinburgh IFA was professional, friendly and explained everything clearly when it came to reviewing my pensions."
"Edinburgh IFA helped me find an independent mortgage advisor who got me a much better rate than my bank. They also set up life and critical illness insurance easily and at a very reasonable price. Would definitely recommend."
Free, no obligation
Ready when you are.
Tell us what you need. We'll match you with an independent, FCA-regulated Edinburgh adviser within one working day.
Get in touchFree. No obligation. Your details are never sold.