Top 10 Independent (IFAs) & Restricted Financial Advisers in Old Town

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

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

I put your objectives first, planning your finances around them. Goal based financial planning; regardless of how much or little you have to begin with. We (you and I) can design a long term, evidence & goal-based plan, tailored to you and your family.

Independent, FCA-regulated financial planning specialising in pre and post-retirement advice, investment growth, protection and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.

"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."

Whatever your financial goals, we’re here to help you achieve them. We focus on understanding your unique aspirations and objectives, then develop solutions specific to your ever evolving needs and life circumstances to achieve your financial aims.

Very personal and friendly service, based in Edinburgh. Truly independent advice, with the client's best interest always at the centre of what I recommend.

A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.