Capital Risk Management

Independent Financial Adviser Capital Risk Management Ltd, 5 Coates Crescent, City of Edinburgh, Edinburgh, EH3 7AL
First meeting at adviser's own cost
Response rating
FCA verified
10th December 2018
Honest advice at a fair price where the client is put first.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • EEA
    • Rest of world
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
Gavin MacKinnon DipPFS
Financial Planning Consultant
Willie Crockett ACII Dip PFS
Grant Walker ACII DipPFS
Where to find us

Capital Risk Management Ltd, 5 Coates Crescent, City of Edinburgh, Edinburgh, EH3 7AL

Contact us
About us

At CRM we always put our clients first and will only recommend things that are appropriate for their needs and circumstances. We look after clients in an open and honest way.

All off our staff have worked in financial services for most of their careers and understand the need to provide a high level of personal service.

Our services

We are open and honest and specialise in providing full advice with a high level of service.
We try to simply things as much as possible to help you plan for your future.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

We have a robust compliance procedure and deal with all of our clients openly and honestly. We employ the services of an external compliance company to ensure that we comply with the Financial Conduct Authority Regulations.

All recommendations are provided in writing.

Similar advisers near you

Independent Financial Adviser 0 mi
We're an Independent Financial Adviser, working with private individuals and corporate clients.
Independent Financial Adviser 0.11 mi
We are a firm of Chartered Financial Planners offering wealth management solutions.
Independent Financial Adviser 0.11 mi
Fairstone build long-term relationships and provide holistic advice to fit in with people’s busy lifestyles and changing circumstances.
Financial Adviser (Restricted Whole of Market) 0.12 mi
Your personal wealth. Our personal responsibility.