Bridge Investments Ltd

Independent Financial Adviser  Bridge Investments Partners Ltd, Edinburgh, City of edinburgh, EH4 1BH
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FCA authorised
Last authorised 19th October 2020
We are Independent Financial Planners based in Edinburgh, helping people at every stage of their life to maximise their potential and achieve their desired lifestyle.
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Investing for income
Meet our advisers
Angus Kirk
Principal Financial Planner and Director
About us

We’re a highly experienced team of independent financial planners and support staff, developing financial planning strategies for our clients which help them to achieve their life goals.

Life’s journey is different for everyone. By aligning your finances with your current and future goals, we’ll get you to where you want to be, wherever that may be. We’ll take the time to understand your individual needs and help protect and grow your wealth.

Our sole purpose is to provide a truly personal service. We focus on getting to know you, so we can build a long-lasting relationship, putting your hopes and aspirations within your grasp.

Our services

We help people with:

Pensions

We’ll take the time to review your existing pension plans and create a bespoke plan for you.

Savings and investments

As independent stockbrokers and financial planners, your interests are always our main focus.

Estate planning

Safeguarding your family and estate is important to us, so we work with you to find the most effective way of passing on your wealth.

Family protection

We’ll ensure your family is protected should the worst happen.

Ethical investments

Our specialist knowledge in green and ethical shares and funds aligns your investments with helping society and the environment.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Bridge Investments Partners Ltd, 129-131 Comely Bank Road, Edinburgh, EH4 1BH

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