Dalbeath Financial Planning Ltd

Independent Financial Adviser  Hudson House, Edinburgh, City of edinburgh, EH1 3QB
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FCA authorised
Last authorised 15th January 2020
We specialise in pensions, investments, mortgages, life insurance and guardianships. Free initial consultation. Fast, friendly and low cost.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Wendy Cochran DipPFS, PhD
Director
Matthew Harris DipPFS, ASIP
Director
About us

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 <url hidden>, and please give us a call to see how we can help.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Hudson House, 8 Albany Street, Edinburgh, EH1 3QB

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