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Company details
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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. As independent financial advisers, we aren’t restricted in the same way as some financial advisers are: We’re nimble and can make quick decisions 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) We have special partnerships with local stockbrokers, giving access to their investment expertise as well as ours We’re local, so you can call into our office in south Edinburgh, near the Pentland Hills, have a coffee and talk things over with us Torphin Financial Planning looks to build personal relationships with our clients that will continue throughout the years so that we can offer ongoing help and support when required. By getting to know you and your financial circumstances, we aim to ensure that you don’t pay a penny more in tax than you need to and that you’re making a profit on your investments. This relationship and understanding also allows us to keep you up to date with specific and relevant information on any changes in regulations which could affect your savings and investments. We are then in a position to offer the right advice so that you remain in control of your returns.
Contact info
Midlothian Innovation Centre, Pentlandfield, Roslin,, EH25 9RE, Edinburgh, United Kingdom
- 0131 440 8250
- ifa@torphin.co.uk
- torphin.co.uk
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