Forth Financial Services Limited

Independent Financial Adviser  3/4 Sidegate, Haddington, East Lothian, EH41 4BT
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FCA authorised
Last authorised 25th October 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
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Annuity purchase
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Auto enrolment
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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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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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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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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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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
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    Face to face

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

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