Sterling Scotia Limited

Independent Financial Adviser  Kinnear Road, Edinburgh, City of edinburgh, EH1 3RH
First meeting at adviser's own cost
Independent and Degree educated - Pensions and Investments advisor with 22 years experience - look forward to hearing from you.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Response rating
9.3/10
check
FCA authorised
Last authorised 24th February 2020
Meet our advisers
Craig Jardine B.Sc Est Man, Dip FA
Director/Independent Financial Adviser

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and 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 exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

About us

I am a family man, with 3 children and understand the challenges people have in life around finances and planning for their future. My job is to make sure you are happy throughout the journey pre and post retirement and we work together as a team. I have found this works well and my valued clients trust me with their family wealth and finances through the years.

I pride myself as approachable, focused and positive about life. My clients prefer the old fashioned home/office visit where we can discuss face to face. I have technology and state of the art systems in the office. Happy to meet people from all over Scotland even though I am based in Inverleith - Central Edinburgh. I can meet at your home, a café or one of the two offices in Edinburgh.

My son is a professional footballer and I follow his career every Saturday. I am also reasonably young for a Financial Advisor at 50 years of age! I look forward to meeting you. Lets have a coffee and a chat around your future.

Our services

Building close relationships and working as a team throughout the years especially focused on Pensions, Savings and Investments. Understanding clients needs now and in the future and helping people reach their goals and dreams over the years. Long term relationship building and positive future planning.

Where to find us

Kinnear Road, Edinburgh, Midlothian, EH3 5PG

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.3/10
check
FCA authorised
Last authorised 24th February 2020

Similar advisers near you

Independent Financial Adviser 0.13 mi
We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.
 
Independent Financial Adviser 0.16 mi
A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
 
Restricted - whole of market 0.17 mi
Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
 
Independent Financial Adviser 0.28 mi
Friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.