Transform Financial Planning

We are an independent financial planning firm based in Edinburgh.

Since 2010, we have been providing financial planning and advice to those aspiring to retire or already in retirement, as well as clients who have inherited money or gone through a major life event. We support and guide people through different stages in their lives and are here to help with decisions big and small, providing clarity for the things that matter.

One half of our founding duo, Angus Kirk, has been working in financial services since the late 1990s. He is also a Registered Life Planner, one of only around 100 within the UK. Not only this, he is also a Certified Financial Coach. Shadi Kirk, our second founding member, has been working in financial services since the mid-2000s, and firmly believes in the importance of understanding your own finances – especially for women. 

We know how important your finances are, which is why we listen and understand your specific situation. Our values help us to help you, with respect and honesty, enabling you to grow your wealth and most importantly, have fun.