Welcome to Scotia Wealth Management

We offer a comprehensive financial planning service for all your investment and protection needs.

 

EDINBURGH FINANCIAL ADVISERS

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.

 

 

 

Welcome to Scotia Wealth Management

We offer a comprehensive financial planning service for all your investment and protection needs.

EDINBURGH FINANCIAL ADVISERS

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.

 

 

 

WHAT WE DO

We pride ourselves to offer the most accurate financial advice, coupled with unprecedented customer support. Areas of expertise and who we help is outlined below.

Approaching retirement

Saving for the future

LGBTQ+ community

People going through divorce

Buying a house

INTRODUCTION TO SCOTIA WEALTH MANAGEMENT

GETTING TO KNOW US

Our people are very important to us, as is making certain we provide you with the best possible professional financial advice.

“Bill is people-focused, caring and generally good fun – I like going to see him, and you can’t say that about many financial services people!”

CHRISTINE

“What I like about working with Bill is that he’s always accessible, our conversations are always easy and the way he sees things developing is pretty well always on the mark.”

EDWIN

"I’ve never felt pressurised working with Bill. He simply gives you his advice and a number of options and leaves you to think about them."

FAYE

TALK TO US

Contact us to find out what we can do for you or pop in for a coffee and a chat.