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

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.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

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

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

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

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.

Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.