Forth Financial Services Limited

Independent Financial Adviser 3/4 Sidegate, Haddington, East Lothian, EH41 4BT
FCA verified
15th April 2019
Established in 2002 all members of staff are fully qualified in relation to offering Whole of Market Independent Advice
We can advise you on
    • Bad credit
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • 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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
Bradley Cumming DIP FA
Tom O'Neill DIP PFS
Where to find us

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

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.

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

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