Macfarlane Wealth Management Ltd

Independent Financial Adviser  13 St. Ninians Road, City of Edinburgh, Edinburgh, EH12 8AP
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FCA authorised
Last authorised 14th June 2021
We provide professional advice to clients. Over 25 years’ experience. Build long-term relationships based on trust and impartial financial advice.
We can advise you on
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Annuity purchase
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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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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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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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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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Long term care
Meet our advisers
MR Macfarlane David APFS
Director
About us

We are an independent financial adviser firm, providing professional advice to our clients. I have over 25 years’ experience as an adviser, and build long-term relationships based on trust and sound impartial financial advice.
I offer an introductory meeting, free of charge and without obligation. This enables me to understand client requirements and provide advice if the client feels it appropriate. Importantly, it gives the client the opportunity to decide whether they wish to build a relationship.
Our fees are generally fixed at the outset and agreed with the client in advance therefore no costs are incurred without prior agreement.

Our services

Pension Freedom including all aspects of pensions including Final Salary Schemes Income Drawdown, Phased Retirement, Capped Drawdown, Flexible Drawdown, Self Invested Personal Pensions, Pension Transfers, Pension Review, Pension Consolidation,.
Lump sum investment and protection

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

13 St. Ninians Road, City of Edinburgh, Edinburgh, EH12 8AP

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