Heritable Financial Planning

Independent Financial Adviser 38 Henderson Row, Edinburgh, Edinburgh, Scotland, EH3 5DN
FCA verified
15th October 2018
Heritable is a small financial advisory firm helping clients in Edinburgh and London make their money work well for them.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Flexible
    • Overseas
    • Remortgage
    • Residential
    • Self build
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Colin McCallum BSc MBA FCIBS
Director
adviser-person
Hugo Cannon BSc (Hons) APFS Certs CII (MP & ER)
Chartered Financial Planner
Where to find us

38 Henderson Row, Edinburgh, Edinburgh, Scotland, EH3 5DN

About us

We provide impartial, whole-of-market, independent and common-sense financial advice. We help clients principally in London and Edinburgh, but we also have British expat clients who want to invest in UK property or keep their investments in the UK's regulatory environment.

Our services

We are really good at helping people who feel a little out of their depth get a good grip of their finances. It's much about mentoring and coaching our clients to be financially savvy as providing advice.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Compliance

Heritable Limited is Authorised and Regulated by the Financial Conduct Authority (302275).
Heritable Financial Planning is a trading style of Johnston Financial Services which is Authorised and Regulated by the Financial Conduct Authority (131706)

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