Investment Management ServicesEstablished in 2012, the team at Grange Wealth Management has many years' experience providing practical financial planning advice to people, families and businesses in Edinburgh and the surrounding area. Just follow any of these links to book your free meeting: A free Best Financial Advisor pension check for retirement or pensions planning, a free financial health check for general financial planning, a free investment check to help actively manage your investments or a free mortgage check whether you're a first time buyer or looking to remortgage.
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).
The competition has been running over the last 12 months and the four finalist IFAs were given a client scenario where they had to provide initial financial planning advice and construct an investment portfolio in line with the client's attitude to risk.
Many banks offer the option to use their financial advisers for your investments, they may offer incentives such as lower fee transactions or free business banking if you have an investment account at the bank, however, it is important to make sure your bank's investment services are the right fit for you.
FMD and First Mortgage Direct are trading names of First Mortgage Limited which is an Appointed Representative of Mortgage Advice Bureau Limited and Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority.
While her choice isn't without risk — peer-to-peer lending isn't covered by the Financial Services Compensation Scheme, and returns can be affected by borrower defaults — she's satisfied that she doesn't need financial advice. At BEST FA, all our financial advisors are experts with many years of experience under their belt.
Paul established Grange Wealth Management with Jim following 19 very successful years in the Private Banking industry as an investment manager. Nicola is an investment adviser, working with Ian Harley on the management of both advisory and discretionary portfolios for private clients, charities and trusts.