Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh

I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

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

Giving you confidence in your financial future

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

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

Giving you confidence in your financial future

Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.

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.