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Accounting Firm

Edinburgh Wealth Management

Edinburgh independent financial advisers serving individuals, families and businesses across the UK

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TrustList summary

Edinburgh Wealth Management is an independent financial advice practice in Edinburgh. It advises individuals, families and businesses, and can also work with clients elsewhere in the UK.

Advisers of both genders are available, and clients can choose how they communicate, including paperless onboarding, video calls or face-to-face meetings.

Services

  • Financial advice: guidance built around each client's needs and circumstances.
  • One-off advice: help that is not tied to any particular product.
  • Financial education: work with families on money matters.
  • Joint working: cooperation with a client's solicitor or accountant.

Clients

Individuals, families and business owners, including clients who want advice alongside their other professional advisers.

Key facts

  • Based in: Edinburgh, Scotland
  • Coverage: clients anywhere in the UK
  • Complaints: a formal complaints procedure is available

Summary written by TrustList from the business's own published information, Sep 2026.

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