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.
We help people with:
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.
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.
We’ll ensure your family is protected should the worst happen.
Our specialist knowledge in green and ethical shares and funds aligns your investments with helping society and the environment.
Bridge Investments Partners Ltd, 129-131 Comely Bank Road, Edinburgh, EH4 1BH
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