McHardy Financial Ltd

Independent Financial Adviser 10A Rutland Square, City of Edinburgh, Edinburgh, EH1 2AS
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
24th June 2019
When you use a Chartered firm of Financial Planners you are dealing with proven professionals.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Alan Hardie
Director & Chartered Financial Planner
Accreditations
Chartered Financial Planner
Iain Bryson
Independent Financial Planner
Where to find us

10A Rutland Square, City of Edinburgh, Edinburgh, EH1 2AS

Make an enquiry
About us

McHardy Financial Ltd are Chartered Financial Planners and are proud to have been providing independent financial advice to both private and corporate clients since 1987.

We have 6 offices spread throughout East Scotland and employ 15 advisers. We are whole of market financial advisers and are not tied to one particular provider.

We have attained Chartered Status from the Chartered Insurance Institute due to the standard of training and development we give to our staff and the professional qualifications held within the company.

Our services

Providing our clients with local, friendly and professional advice.

We predominately deal with pensions, investments and protection. We specialise in helping those at retirement and work with our clients to ensure they have the right kind of plan to match their lifestyle.

We also consider those looking to release equity from their homes in later life.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Compliance

McHardy Financial is a trading style of McHardy Financial Ltd which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 126147. www.fca.gov.uk Registered Office as Aberdeen address above. Registered in Scotland No. SC105200.

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