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Financial Advisor in Edinburgh

Alan Bradley

I am an Independent Financial Adviser in Edinburgh and cover the central belt. I can provide advice on investments, pensions and protection and have flexible working hours to suit your needs.

I’m experienced in offering independent financial advice that is sensible, straightforward and effective; tailored to each client’s circumstances and backed-up with valuable ongoing support.

I provide financial advice in Edinburgh and surrounding areas. “Regular contact and knowing I am at the end of the phone or email when they need me” is one of the things my client’s values the most.

I offer a free, no obligation, initial consultation.

Financial Advice Services


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My Financial Advice Process

1

At your initial meeting (which is free of charge) I will discuss the advice process with you and help you understand how I am able to assist with your financial needs.

2

I will carry out an extensive assessment of your financial circumstances to understand your situation and present you with an appropriate recommendation.

3

I will arrange and implement your agreed plan. This will include handling all of the fund and policy administration and ensuring documents are issued in line with your expectations.

4

As your financial and personal objectives may change over time I believe ongoing support is crucial in ensuring your investment portfolio remains up to date and will give you regular updates and information regarding your investments.

Financial Guidance