• Forth Financial Services Limited

East lothian independent financial advisers ifa offering impartial and unbaised advice regarding pension, mortgages,investment,life assurance and savings.

Independent Financial Advisor's for Edinburgh and the Lothian's

We are a firm of financial advisers and mortgage brokers based in Haddington, East Lothian, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

Our Financial Advisers and Mortgage Brokers have particular expertise in the following areas:
•Pension and Retirement Planning
•Investments and Savings
•ISAs and other tax efficient saving methods
•Life Assurance
•A wide range of mortgages including: ◦Remortgages
◦First Time Buyer
Buy to Let *

•Lifetime Mortgages and Home Reverison Plans

As part of our service, we offer to undertake a review of your current circumstances to ensure your present provisions meet your changing needs.

We will evaluate your aims and objectives and review any current policies , as well as ensuring the policies you have in place are still appropriate. We will make you aware of changes in the industry and identify any new options now available to you.

We value the relationship we have with our clients. So, whatever your plans, as Independent Financial Advisers, where possible we will help by assisting you to meet your financial objectives.

Trading Since

2005