Find a Financial Adviser in Edinburgh

If you have goals, then getting financial advice from our experts could help you achieve them. We've been providing expert financial advice for other 35 years and we're proud to help people like you towards your financial future.

Wherever you are in the UK, a Skipton financial adviser could help you. You’ll find them in all of our UK branches, and (subject to COVID guidelines) they might come to your home, or you can book a video link appointment. To have a chat to see whether you might benefit from advice, and arrange a no obligation consultation with a financial adviser,  request a callback.

What you might need Financial Advice for?

Retirement planning

If you’re thinking about retirement, approaching retirement or already enjoying it, we’re here to help you make the most of your money.

Investing your money

Whether you're new to investing or have an established portfolio, we could provide the support you need.

Pension planning

Paying into a pension can be a great way to save for retirement. But are you making the most of yours? There might be other things you could be doing now to give your pension pot a boost.

Inheritance tax planning

We'll explain what inheritance tax is, whether it could affect you and your loved ones and how to distribute your estate in the most tax-efficient way.

Financial Advisers in Scotland

We have expert financial advisers in Edinburgh and across Scotland.

We’re following government advice and asking customers to only come into branch if it’s absolutely necessary. But there are other ways to speak face to face with your financial advisers in Scotland.

Book an online Skipton Link video appointment today where we can chat about your goals.

Book a video appointment

Financial Planning - A customer's story

Here's what Mrs Cox thought of Skipton's Financial Planning Service

Important information

Our recommendations are likely to include stock market-linked investments. These aren’t like building society savings accounts, as your capital is at risk and you may get back less than you invest. The value of your investments and any income from them may fall as well as rise. The FCA does not regulate most forms of Inheritance tax planning.

Get in touch

Let's chat about your financial needs. Our financial advisers are available by video link, over the phone or they can visit you at home.

Skipton Link

Learn more about our video appointment service


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