Financial Advisor in Edinburgh

Alan Bradley

07500 894843

alan.bradley@trulyonline.co.uk

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

Protection

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My Financial Advice Process

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.

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

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.

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.