No charge until you get to know us!
At Torphin, we are concerned with the financial well-being of our clients in a more holistic way: from investments, pensions, wills, powers of attorney and long term care; to Capital Gains Tax (CGT) and Inheritance Tax (IHT).
We always aim to provide honest, informed and dependable financial advice, based on long lasting relationships.
We have found through experience that the best way forward is to offer two or three short meetings ideally in our offices on the South of Edinburgh. This would allow you the opportunity to get to know us and for us to establish if we can be of any help to you. We do not charge for this service. Only after that would we agree together, to either work together or not to take matters any further. We will then discuss our transparent fixed fee charging structure so you will never have any shock charges and be fully aware of all fees before we proceed with any works.
You can call us on 0131 440 8250 between 8am and 6pm or can leave a detailed message using our 24 hour answering service. You can also complete the ‘contact us’ box with a brief message and some dates/times in which you may be available, and we can then contact you the next day or go straight into trying to arrange a meeting at a time which suits you best.
If you chose to call us between normal working hours to book your appointment, an adviser may be able to have a quick chat with you to discuss ways to prepare for your meeting to ensure you are able to make the most out of your time.
We take pride in our honesty and integrity for the industry and always like to ensure our clients are fully informed at every stage.
Torphin Financial Planning, Midlothian Innovation Centre, Pentlandfield, Roslin, Edinburgh, EH25 9RE.
0131 440 8250
When you provide your personal information to Torphin Financial Planning you do so voluntarily, however please be assured that your details will be treated as confidential by us and held in accordance with the Data Protection Act 1998. By also supplying us with personal information you agree that Torphin Financial Planning may provide you with details of services and products in writing, by e-mail or by telephone unless otherwise indicated.