Johnston Carmichael Wealth Ltd - Edinburgh

Independent Financial Adviser  7 – 11 Melville Street, Edinburgh, EH3 7PE
First meeting at adviser's own cost
Chartered Financial Planners helping our clients live life on their terms.
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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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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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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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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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
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Ross Leckridge
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
Mr Stephen Titterington
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Johnston Carmichael Wealth is an award winning, independent Chartered Financial Planning firm with a heritage that spans more than three decades and a team of 18 financial planners.

At the heart of our philosophy is the goal of 'Live Life on Your Terms' and we aim to make this a reality not just for our clients, but for our 60 team members made up of financial planners, technical specialists, technical support, client care and business support teams by ensuring that we maintain an open culture where everyone's contributions are valued.

Our firm's independent status means we have our clients' interests at heart. As quality accredited chartered financial planners for 11 years, we have demonstrated our commitment to financial planning and always apply the highest standards of professionalism and best practice.

Our services

At Johnston Carmichael Wealth, our team of experienced financial planners can provide a complete service to support you, every step of the way on life’s journey.

It starts with getting to know you. Tell us who you are, what you do and what you want. Tell us about your current circumstances and plans for the future. Tell us what's important, and what's not.

Then we'll help you create a plan that fits around you, and works for you.

We have experience in providing appropriate investment solutions, pre and post retirement planning, all types of financial protection for you and your business, basic and complex tax planning including inheritance tax advice.

We believe that life is for living on your terms. Contact us today and find out how we can make a difference in your life.

Where to find us
Head office address: 7 – 11 Melville Street, Edinburgh, EH3 7PE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.5/10
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FCA authorised
Last authorised 13th September 2021

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