1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. Scotland
  6. breadcrumb-arrow
  7. East Lothian
  8. breadcrumb-arrow
  9. Haddington
  10. breadcrumb-arrow
  11. Forth Financial Services Limited

Forth Financial Services Limited

Independent Financial Adviser  3/4 Sidegate, Haddington, East Lothian, EH41 4BT
check
FCA authorised
Last authorised 22nd February 2021
Established in 2002 all members of staff are fully qualified in relation to offering Whole of Market Independent Advice
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
MR Tom O'Neill DIP PFS
Director
MR Bradley Cumming DIP FA
Director
About us

Forth Financial Services Limited are a leading firm of Independent Financial Advisers based in East Lothian, the company being fully authorised by the Financial Services Authority.

We are able to offer advice on all aspects of financial planning at our office, your home or place of business.

Please do not hesitate to contact us through our website, email address or by telephoning in order for you to obtain a free initial no obligation review of your financial planning.

Our services

Each Adviser within Forth Financial are diploma qualified, the company offer a Pension review service, Specialists in Pre and Post Retirement Planning and Equity Release.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

3/4 Sidegate, Haddington, East Lothian, EH41 4BT

Similar advisers near you

O'Sullivan Associates
Independent Financial Adviser 0.41 mi
We believe that they key drivers in a successful relationship with our clients are service and trust.
 
See profile
George Young IFA
Independent Financial Adviser 6.82 mi
I offer independent financial advice (whole of market) to private and business clients, primarily in the Edinburgh & Lothians area.
 
See profile
Niven Financial Ltd
Independent Financial Adviser 7.13 mi
£10000000 funds under management ( @ 01/02/2021).
 
See profile
Keith Roseburgh Financial
Independent Financial Adviser 11.4 mi
I'm a Chartered Financial Planner working with people in their 30s, 40s, 50s, 60s and older living in Edinburgh, Dalkeith and the Lothians.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.