Torphin Financial Planning - Edinburgh and Lothians IFA with over 30 years' experience, delivering sound financial advice. Need some advice on your investments, or a second opinion before signing on the dotted line?. Looking for a financial adviser, an Edinburgh IFA? Need some guidance on your pension and savings to create the right retirement plan?
Or, do you have investments bonds that are maturing and you're keen to find the best financial product in which to reinvest your funds? If you live in Edinburgh and the Lothians you need an experienced, local financial adviser with the personal touch. Torphin Financial Planning is an established independent financial adviser (IFA) which means that we're not restricted in the way that many financial firms are.
Our advisers aren't tied to selling specific products from one provider, which may not match your needs. With our office based locally, in South Edinburgh, we can take the time to get to know you properly - to understand your current financial situation and where you want to go in life - up to and including your retirement.
Or, do you have investments bonds that are maturing and you're keen to find the best financial product in which to reinvest your funds? If you live in Edinburgh and the Lothians you need an experienced, local financial adviser with the personal touch. Torphin Financial Planning is an established independent financial adviser (IFA) which means that we're not restricted in the way that many financial firms are.
Our advisers aren't tied to selling specific products from one provider, which may not match your needs. With our office based locally, in South Edinburgh, we can take the time to get to know you properly - to understand your current financial situation and where you want to go in life - up to and including your retirement.
Services
A trusted Edinburgh IFA and Lothians IFA, Torphin Financial Planning offers professional guidance specifically on Investments, Pensions, Inheritance Tax Planning and Trusts.
Are you looking for a local, Edinburgh IFA?
With many of our clients either retired, or looking towards retirement, we aim to help you organise your finances so that you can feel secure and ready for the next stage in your life.
We've access to a larger choice of financial products which can be tailored to your specific needs (in comparison, a restricted adviser is restricted by provider or investment product).
Are you looking for a local, Edinburgh IFA?
With many of our clients either retired, or looking towards retirement, we aim to help you organise your finances so that you can feel secure and ready for the next stage in your life.
We've access to a larger choice of financial products which can be tailored to your specific needs (in comparison, a restricted adviser is restricted by provider or investment product).
At Torphin we have more time to spend managing your personal financial needs because we partner with leading stockbrokers and they actively manage your investments to maximize their returns.
This approach to managing our clients' investment frees us up to provide a personal service with regular investment review meetings, so that we really understand your financial needs and concerns.
We aim to provide honest, informed and dependable financial advice, based on long lasting relationships.
Have protected your hard earned savings by planning to protect your estates from Inheritance Tax or Long Term Care costs.
This approach to managing our clients' investment frees us up to provide a personal service with regular investment review meetings, so that we really understand your financial needs and concerns.
We aim to provide honest, informed and dependable financial advice, based on long lasting relationships.
Have protected your hard earned savings by planning to protect your estates from Inheritance Tax or Long Term Care costs.
As a firm of Independent Financial Advisers, Torphin offers a comprehensive range of financial services, from financial planning to investment services.
These are listed below.
Ask us for your free meeting to discuss your financial worries, needs and desires for the years ahead.
Create a financial plan to work to for the next five years, up to retirement and in retirement.
Retirement planning to make sure that by the time you want to retire you have the financial resources to be able to retire in the comfort your expect.
These are listed below.
Ask us for your free meeting to discuss your financial worries, needs and desires for the years ahead.
Create a financial plan to work to for the next five years, up to retirement and in retirement.
Retirement planning to make sure that by the time you want to retire you have the financial resources to be able to retire in the comfort your expect.
Torphin Financial Planning combines more personal financial services with more active investment management.
We build lasting relationships with our clients, so that we can offer ongoing support when it's required.
With our office based locally in South Edinburgh, you can easily call in to meet us which means we can take the time to get to know you properly.
Our structured, straight forward approach to investing means that you don't need to be an expert.
If you want a local financial adviser with the personal touch and live in Edinburgh and the Lothians, please ask us for a free initial meeting.
We build lasting relationships with our clients, so that we can offer ongoing support when it's required.
With our office based locally in South Edinburgh, you can easily call in to meet us which means we can take the time to get to know you properly.
Our structured, straight forward approach to investing means that you don't need to be an expert.
If you want a local financial adviser with the personal touch and live in Edinburgh and the Lothians, please ask us for a free initial meeting.
As independent financial advisors in Edinburgh, we like to know whether our clients are happy with our financial services, so we asked a consultant to do some client research on our behalf.
If you're looking for independent financial advisors in Edinburgh, please call or email us for a no-obligation meeting so that we can give you some options.
If you're looking for independent financial advisors in Edinburgh, please call or email us for a no-obligation meeting so that we can give you some options.
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