Independent Financial Adviser
CurrentAs Independent Financial Advisers, East Coast Financial Services advise both personal clients and SME's regarding their financial situations.We specialise in the retirement planning market as well as advising on suitable investments for our clients.Appointments can be arranged either at our office at 19a Hill Street, Edinburgh, or alternatively, at our clients residence/workplace.We offer a fully holistic financial planning framework, using the most up to date software which… Show more As Independent Financial Advisers, East Coast Financial Services advise both personal clients and SME's regarding their financial situations.We specialise in the retirement planning market as well as advising on suitable investments for our clients.Appointments can be arranged either at our office at 19a Hill Street, Edinburgh, or alternatively, at our clients residence/workplace.We offer a fully holistic financial planning framework, using the most up to date software which provides us instant access to the performance of our clients funds.We also have helped a large number of SME's with their Business Protection including Keyman Insurance, Shareholder and Loan Protection.PLEASE FEEL FREE TO CONNECT WITH ME SHOULD YOU REQUIRE ADVICE ON RETIREMENT PLANNING, INVESTMENTS, TAX PLANNING (ESPECIALLY IHT) AND EQUITY RELEASE. Show less