Edinburgh Wealth Management
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Edinburgh Castle viewed from Castle Terrace

Our Approach


  • We maintain and constantly update specialist technical knowledge so that we can provide the very best advice to our clients.
  • We provide practical and customised solutions that we communicate to our clients in a useful and comprehensive way.
  • On occasion we provide financial planning services in tandem with specialist tax planners and other experts (e.g. Legal Advisers) to ensure optimum results for our clients.

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25 Castle Terrace  Edinburgh  EH1 2ER   T: 0131 228 5585   F: 0131 228 4911
Edinburgh Wealth Management Limited is authorised and regulated by The Financial Services Authority and is entered on the FSA register under reference 222325. The Financial Services Authority does not regulate tax advice.

As an independent financial adviser we offer the option to pay a fee for mortgage advice. The precise amount will depend on your circumstances but, if you choose to pay a fee, the minimum fee is 250 GBP. Your home may be repossessed if you do not keep up repayments on your mortgage.

Edinburgh Wealth Management Limted, registered in Scotland SC232949, 25 Castle Terrace, Edinburgh EH1 2ER.