A clearer approach to Financial Advice
Eildon Financial is an independent financial advice team based in both in Edinburgh and the Scottish Borders. Our team provides expert advice and guidance on investing, retirement planning and more. We offer advice to individuals, businesses and trustees both in the UK and internationally.
Not every advice firm is right for every individual. We aim to be adaptable to all types of clients and we have a wide variety of individuals, business owners, companies and trusts that pay for our services.
Our expertise between the team is huge and we are able to give advice for every financial planning need an individual may have.
However…we may not be for you.
That’s why we have a no obligation first step in our onboarding process to give each of us the time to work out if we are the right fit.
We offer expert holistic financial planning that doesn’t cost any more than standard financial advice. Our use of the best technology means we can streamline the whole process and focus on the useful parts, the areas that our clients will get the most value.
We make sure you are on track to meet your life goals.
And ensure you don’t pay more tax than you should.
Clear expert financial advice tailored to your needs.
We combine our knowledge with the best technology to break down the jargon and complexity for our clients. We want to educate and inform. You will always benefit from a visual process with a Financial Plan to support what we recommend.
