Heritable Financial Planning

Independent Financial Adviser  38 Henderson Row, Edinburgh, Scotland, EH3 5DN
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FCA authorised
Last authorised 1st March 2021
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
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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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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 overseas
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Flexible mortgages
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Next home / Remortgaging
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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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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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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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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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EEA
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Rest of world
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Commercial mortgages
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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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Long term care
Meet our advisers
MR Hugo Cannon BSc (Hons) APFS Certs CII (MP & ER)
Chartered Financial Planner
MR Colin McCallum BSc MBA FCIBS
Director
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.

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

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

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