Scotia Wealth Management

About Scotia Wealth Management

We’re a small team of independent financial advisers based in Edinburgh, with a friendly and welcoming approach. We provide full, holistic financial advice. What this means is that we’ll help you invest your money in a way that’s right for you. There are hundreds of pension, investment and protection products out there, and lots of decisions to be made. We’ll narrow all the options down so you feel comfortable about the direction you’re heading and clear about the way your money is working for you. Who we help Approaching retirement What sort of retirement are you dreaming of? Whether it’s to travel the world, write a book or spend more time with family, we’ll help you to do the things that make you happy, without worrying about whether you can afford it. Saving for the future Making robust financial plans now will give you that all important reassurance that you’ll be ok in the future. We can help you plan things now, so you always know your future is safe and secure. Lesbian, gay, bisexual and transgender (LGBT) community We provide specialist advice to members of the LGBT community because until we live in a completely fair and equal society, there are still aspects of financial planning that need to be considered separately. We’ll help you navigate these scenarios. People going through divorce Formally ending a marriage brings emotional and financial upheaval. There are so many questions to consider from splitting your assets to maintaining your standard of living. We’ll guide you through these aspects and help you move forward. Buying a house and protecting the family We’ll help you choose the right mortgage whether you’re a first-time buyer, looking to remortgage, or even self-build. We’ll also advise you on which protection insurance is right for you so that your loved ones are financially covered if the worst should happen.

View contact profiles from Scotia Wealth Management