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GRC Financial Management Ltd

Independent Financial Adviser  GRC Financial Management & Telemortgages, City of Edinburgh, Lothian, EH12 5DS
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FCA authorised
Last authorised 3rd May 2021
Whether it be pension or investment advice; we specialise in helping our clients prepare for retirement and beyond.
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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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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OEICs
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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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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
Meet our advisers
MR Ross Cowan
Financial Adviser
About us

GRC Financial Management has been providing financial advice for over 20 years and manages the affairs of around 3,000 existing clients.

Working with Unbiased has allowed us to help new clients with various needs from different parts of the UK. The website allows potential clients to understand our business before contacting us for more information. We believe in continuing the partnership with Unbiased after so much positive feedback from clients.

We are located in the west end of Edinburgh and support many of those who work locally in the financial services sector.

Our advice service is based on honesty and integrity; values we hold paramount to our operational activities.

We are specialists in pensions, protection and investments.

The first meeting with any of our advisers is free of charge and there is no obligation to proceed. We offer a service which won't feel pressurised and we have a very competitive charging structure.

Call or email us to start your conversation

Our services

Pension, investment and protection specialists offering a straight forward service with the client's interests always at heart.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

GRC Financial Management & Telemortgages, 5-5A West Maitland Street, City of Edinburgh, Lothian, EH12 5DS

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