Top 10 Independent (IFAs) & Restricted Financial Advisers in Inverleith

Wealth management built around you - from one of the world's strongest banks.

We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Khalid is a CFA Charterholder and financial adviser with over a decade of experience across leading investment firms, including Morgan Stanley, Aberdeen Group, Royal London, and specialist managers in the tax-efficient investment space.

We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.

Giving you confidence in your financial future

Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country