Edinburgh Wealth Management

About Edinburgh Wealth Management

to provide you with clear information about the products and services we offer
to agree our fees or charges with you prior to you making any commitment
to ascertain your individual needs, preferences and circumstances before providing advice
to only recommend a product that we consider suitable for you and that you can afford – and always the most suitable from the available options
to not recommend a product if we cannot find one we consider suitable
to work with your other advisers, for example solicitor or accountant, to ensure all parties are in agreement that our advice will add value to your circumstances
to continually update our knowledge on regulatory, legislative and investment matters to ensure our advice is current and appropriate
to give you access to a formal complaints procedure should you become unhappy with our service
"Having spent 16 years running my own business, I have met many financial advisors but none who have looked at my finances from a 360 degree angle, as Keren Grant did
After following Keren's advice, and with her assistance, my business and I are now in the best financial position I have been, despite the credit crunch! I highly recommend Edinburgh Wealth Management to anyone wanting to ensure they get the most out of their assets
"

Kirsten Lord Managing Director The Edinburgh Physiotherapy Centre "Having spent 16 years running my own business, I have met many financial advisors but none who have looked at my finances from a 360 degree angle, as Keren Grant did After following Keren's advice, and with her assistance, my business and I are now in the best financial position I have been, despite the credit crunch! I highly recommend Edinburgh Wealth Management to anyone wanting to ensure they get the most out of their assets " The Edinburgh Physiotherapy Centre