McHardy Financial Ltd

Independent Financial Adviser 10A Rutland Square, City of Edinburgh, Edinburgh, EH1 2AS

First meeting at adviser's own cost

Response rating

10 /10

9th September 2019

When you use a Chartered firm of Financial Planners you are dealing with proven professionals.

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Make an enquiry Request a call back 03300 989021 Recommend to a friend

Meet our advisers

Alan Hardie

Director & Chartered Financial Planner

Qualifications & Accreditations Hide qualifications

Accreditations

Iain Bryson

Independent Financial Planner

Qualifications & Accreditations Hide qualifications

DipFA - Diploma for Financial Advisers (LIBF)

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

CeMAP - Certificate in Mortgage Advice and Practice (LIBF)

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.

AwPETR - Award in Pension Transfers

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.

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.

Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

Make an enquiry Request a call back 03300 989021 Recommend to a friend

We can advise you on

Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions review
- Pensions transfer
Financial planning
- Wealth management
Investments
- Ethical investments
- ISAs
- Investing for income
- Investment trusts
- OEICs
Savings
- Lump sum
- Regular savings
Insurance & protection
- Critical illness
- Healthcare
- Income protection insurance
- Life insurance
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
Business
- Employee benefits
- Group pensions
- Group protection

Advice methods

Telephone
Face to face

Special offers

Choose an Unbiased exclusive special offer:

Preferred clients

Minimum wealth (income/assets)

£100,000

Minimum pension value

£100,000

Minimum mortgage value

£125,000

Website

Compliance

Make an enquiry Request a call back 03300 989021 Recommend to a friend

Contact options

Make an enquiry Request
a call back 03300 989021 Recommend to a friend

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