The Best Financial Advisers in Edinburgh to Help You Achieve Your Financial Goals

Whether you’re planning for retirement, investing for your child’s future, or in need of mortgage advice, consulting a financial adviser can set you on the path to success. In Edinburgh, there are several top-notch advisers ready to help you reach your financial dreams. Let’s take a closer look at some of the leading names in the industry.

Clarity Independent Financial Advisers

At Clarity Independent Financial Advisers, their mission has been clear since 2005 – to provide clients with transparent and invaluable advice. Their team is committed to ongoing reviews to ensure that your financial objectives are not only met but maintained.

As an independent firm, Clarity offers a wide range of services, including pension planning, investments, protection, and inheritance tax planning. They are authorised by the Financial Conduct Authority (number: 453293).

Where to go: 2 Craigentinny Avenue, Edinburgh, EH7 6PX (head office) or 2 Campview Road, Bonnyrigg, EH19 3EZ
Get in touch: Call 0131 661 2777 or visit

Ridland Wealth Management

Located in the heart of Edinburgh, Ridland Wealth Management is a practice dedicated to helping you secure a prosperous future for yourself, your family, or your business. They believe that practical financial education and financial well-being are essential, and they strive to deliver just that.

Book a no-obligation financial review with them today. Ridland Wealth Management is an Appointed Representative of St. James’s Place Wealth Management Plc, authorised and regulated by the Financial Conduct Authority.

Where to go: Miller House, 18 George Street, Edinburgh, EH2 2PF
Get in touch: Call 0131 560 1065 or visit

Julie Howieson Wealth Management

Julie Howieson is a chartered financial planner who is dedicated to helping individuals, families, and small businesses achieve their financial goals. Her expertise covers retirement planning, protection, savings, and investment planning.

Based in Edinburgh, Julie places great importance on building long-term relationships with clients. She represents St. James’s Place Wealth Management Plc, authorised and regulated by the Financial Conduct Authority.

Where to go: EH20 Business Centre, 6 Dryden Road, Loanhead, Midlothian, EH20 9LZ
Get in touch: Visit or email [email protected]

Charles Stanley Wealth Managers

With an Edinburgh presence dating back to 2002, Charles Stanley Wealth Managers is an award-winning firm that assists a wide range of clients in achieving their financial goals. Whether you’re an individual, family, charity, or trustee, they provide objective advice that evolves with your changing priorities.

Their team of local Chartered Financial Planners, Barry McGowan and Julie Crombie, collectively boast 67 years of experience and are ready to help secure your financial future.

Where to go: 2 Multrees Walk, Edinburgh, EH1 3DQ
Get in touch: Visit or email barry.mcgo[email protected] or [email protected]

Torphin Financial Planning

Servicing clients in and beyond Edinburgh, Torphin Financial Planning is a reliable choice. They offer a range of FCA regulated services, covering pensions, investments, ISAs, and trust advice.

Grant MacDonald Dip PFS, a financial adviser with 35 years of experience, aims to build a trusted, ongoing relationship with each client. Torphin ensures that your investments are tax-efficient and deliver returns above current interest rates and inflation.

Where to go: Midlothian Innovation Centre, Pentlandfield, Roslin, Edinburgh
Get in touch: Visit or email [email protected], call 0131 440 8250, or mobile 07979 60 44 24

Cailean Ltd

If you’re looking for peace of mind and a more secure financial future, Cailean Ltd is here to help. They offer tailored financial advice in various areas, including retirement planning, investments, mortgages, and protection.

Cailean Ltd is authorised and regulated by the Financial Conduct Authority. Take advantage of their no-obligation initial meeting to experience the benefits of becoming a client.

Where to go: 15-16 Queen Street, Edinburgh, EH2 1JE
Get in touch: Visit, call 0131 510 1971, or email [email protected]

Succession Wealth

Succession Wealth understands the importance of building, managing, and preserving your wealth. Their expertise lies in wealth protection, preservation, goal-based financial planning, and estate planning.

Whether you have retirement plans, aspirations for your child’s future, or personal lifestyle goals, their team is there to guide you. They offer ongoing services to ensure you stay on track towards achieving your financial aspirations.

Please note, the value of investments and income derived from them can fluctuate. Succession Wealth is authorised and regulated by the Financial Conduct Authority.

Where to go: 132 Calton Road, Edinburgh, EH8 8JQ
Get in touch: Call 0131 557 0777, visit, or email [email protected]

When it comes to your financial future, working with the right adviser can make all the difference. Explore the options above and take the first step towards securing your financial goals. Remember, a brighter future awaits when you have the right guidance by your side.