Dalbeath Financial Planning Ltd
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Financial planning
- Wealth management
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Socially responsible investments
- Unit trusts
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Mortgages
- Buy to let
- First time buyers
- Flexible
- High loan to value
- Remortgage
- Residential
- Right to buy
- Self employed
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Savings
- Lump sum
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Based near Edinburgh, but advising clients across the UK, Dalbeath Financial Planning is a fully regulated, independent local firm offering low cost, high quality financial advice.
We cover pensions (including final salary pension transfers), investments, mortgages, life insurance, estate and care home fee planning.
IFAs Wendy Cochran and Matt Harris have decades of experience in financial services. We will take the time to understand your situation fully in a free face-to-face review, before carrying out in-depth research and making recommendations.
We are available to our clients at all times of day or weekend, and pride ourselves on offering a low-cost and professional service.
Check out our reviews page at /reviews, and please give us a call to see how we can help.
Do you need independent, expert advice on your pension or investment situation? Are you looking to get a new mortgage, or cut your existing payments? Or do you want to ensure your life insurance cover is adequate to protect your family, at the lowest possible price? Perhaps you want to update your will, arrange a power of attorney, or get expert advice on inheritance tax planning, guardianship orders and long term care costs?
We offer independent financial advice to individuals and small business owners, and always provide a free initial consultation. Get in touch today.
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