McHardy Financial Ltd

Independent Financial Adviser  10A Rutland Square, Edinburgh, City of edinburgh, EH10 5QE
First meeting at adviser's own cost
When you use a Chartered firm of Financial Planners you are dealing with proven professionals.
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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Investment trusts
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OEICs
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Offshore 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 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
Response rating
9.0/10
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FCA authorised
Last authorised 10th February 2020
Meet our advisers
Iain Bryson
Independent Financial Planner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.

Alan Hardie
Director & Chartered Financial Planner
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.

Where to find us

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

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 10th February 2020

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