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Address: 188 Lanark Road West, Currie, EH14 5NX
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Telephone: 0131 538 7390
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Fax: 0131 538 7399
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Charging Structure: Personal Money Management offer a fee based service that is tailored to the client. An initial consultation is given for no fee, to assess whether we are able to conduct the work required and also to assess the estimated costs. Estimated costs are given before any work is conducted on behalf of the client.
The process is broken into stages, each with its own fee attached. The client is never locked in for the delivery of the entire service in one block. At any stage, the client may walk away should they wish, owning the body of work delivered. This means they will not have to pay another adviser again to conduct the same work. We must stress, this has never happened.
Please contact us for further details.
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Business Areas: Commercial Lines, Direct Investments, EIS, Equity release, Ethical investments, Group Pensions, Group Protection, ISAs, Investment Bonds, Investment Trusts, Life Assurance, Longterm care, Management of Investments, Offshore investments, Personal Lines, Personal Pensions, Personal Protection, Property investments, Residential Mortgages, Retirement Planning, SIPP, Structured Products, Tax Efficient Investments, Unit Trusts, VCT
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Financial Qualifications: AFPC, DipPFS
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