Torphin Financial Planning combines more personal financial services with more active investment management. We build lasting relationships with our clients, so that we can offer ongoing support when it’s required.
With our office based locally in South Edinburgh, you can easily call in to meet us which means we can take the time to get to know you properly.
We always aim to:
- Listen carefully to your investment and financial objectives and concerns.
- Be approachable and friendly so that you can discuss any financial concerns.
- Ensure you feel comfortable discussing your financial plans openly with us.
- Help you make sense of the financial paperwork.
- Ensure that you’re regularly updated on the performance of your investments or pensions.
- Always be readily available to provide financial advice.
- Help make you feel more secure about your financial future.
Our structured, straight forward approach to investing means that you don’t need to be an expert.
We promise that you won’t be pressurised or rushed into making any financial decisions.
If you want a local financial adviser with the personal touch and live in Edinburgh and the Lothians, please ask us for a free initial meeting.