Best Financial Advisers Near City Of Edinburgh, UKInsurance has long played a prominent role in the UK's financial sector and with London and Edinburgh some of the world's biggest epicentres for finance it's not surprising that many blue-chip companies have set down roots. Additionally as expert Independent Financial Advisers, we are regularly asked to speak in the Best Financial Advisors national media as industry experts and commentators and recently have appeared in media such as The BBC, The FT, The Independent, The Guardian, Daily Mail, The Daily Express, The Observer, The Scotsman, Scotland on Sunday, Moneywise and a host of other publications and websites (Please see our In The Press section).
There is often a bit of confusion between what a financial planner can do for a client vs what an investment advisor can do. Both are alike in that they can help their client with managing their assets, however the services an investment advisor provides are strictly focused on investments.
Aaron is a Chartered Financial Planner, a Fellow of the Personal Finance Society, and is a qualified Trust and Estate Practitioner, with a specialist qualification in UK Tax Planning for International Clients, from The Society for Trusts and Estate Planning (STEP).
Based in East Lothian, near Edinburgh, Niven Financial Ltd is an Independent Financial Adviser, providing financial advice to clients throughout the UK. Niven Financial Ltd provide advice on: Mortgages, Equity Release, Pensions, Life Insurance, Annuities, Investments and Long Term Care.
They advise individuals and businesses from all over Scotland and the rest of the UK. Their Scottish base in Glasgow is no barrier to offering expert whole of market independent financial advice to individuals and businesses based in England, Wales and other parts of Scotland.
How well qualified a financial adviser is - the more qualifications and experience an adviser has, the higher their fees might be. Depending on the type of advice you're looking for, you might feel that paying for an adviser who is highly qualified is worthwhile.
Finding Clients Starting a career as a financial adviser is not easy, as most firms have sales quotas that need to be met each month. With the amount of digital fintech services available today, the need to find an old-fashioned adviser does not seem pressing.
She is a member of the Chartered Insurance Institute, holding the Diploma in Regulated Financial Planning and she is currently pursuing Chartered Financial Planner status by working towards the Advanced Diploma. Truly Independent Ltd® is authorised and regulated by the Financial Conduct Authority to provide investment advice and is bound by its rules.