Wills & POA

Let's talk knowing that your assets
are in order and meeting your wishes.

Torphin Financial Planning – Edinburgh and Lothians IFA with over 30 years’ experience, delivering sound financial advice.

Our Goals

“To provide informed and dependable personal financial advice to help our clients to manage their investments throughout their lives”

Why Choose an Edinburgh IFA?

Looking for a financial adviser, an Edinburgh IFA? Need some guidance on your pension and savings to create the right retirement plan? Or, do you have investments bonds that are maturing and you’re keen to find the best financial product in which to reinvest your funds?

If you live in Edinburgh and the Lothians you need an experienced, local financial adviser with the personal touch. Torphin Financial Planning is an established independent financial adviser (IFA) which means that we’re not restricted in the way that many financial firms are. Our advisers aren’t tied to selling specific products from one provider, which may not match your needs.

With our office based locally, in South Edinburgh, we can take the time to get to know you properly – to understand your current financial situation and where you want to go in life – up to and including your retirement.

We can then use our extensive knowledge and over 30 years’ experience, to put in place the right financial plan to help you keep more of the money you’ve earned and make it grow. Meet the Torphin team.

Request a Call or Meeting

Would you like to speak to one of our financial advisers over the phone or set up a no-obligation, initial meeting at our expense? Just submit your details, email us or phone 0131 440 8250 and we’ll be in touch shortly.

For Businesses:
How can we help? We’d be delighted to speak to you.

Here’s what some of our clients have said…

“Grant provides a very interactive service and is open to being called at any time should I wish investment advice.”

James — Midlothian

“Grant was very helpful in elucidating the options and indicating the best investment vehicle to use.”

Eric — Perthshire

“We are completely happy with the advice given to us and impressed by the continuing revision of our investments.”

Jeff — Midlothian

“Excellent professional service. Methodical approach to a challenging and very personal situation.”

Raymond – Edinburgh

“Torphin Financial Planning is a very, very approachable company. Grant and Duncan listen to their clients and give them as much time as needed to make informed choices. Would highly recommend.”

Linda – Edinburgh

“Excellent service. Very helpful and knowledgeable.”

Robert – Edinburgh

“We are both very happy with everything, also, the way we are informed with what’s happening.”

Rosina & Alistair – Castle Douglas

“We always felt ill at ease with the world of our finance and what actions should be taken.
T.F.P. looked through our papers, cleared the backlog, answered our questions and addressed our worries. They made us feel happy and considerably more secure about our future. In the last few years, as pensioners, we have valued this service very highly. They have given us a welcome sense of being in control
.”

Elise & Alasdair – Dunblane

“Mr MacDonald has been my financial Advisor /Planner for over 25 years. I have recommended friends to him in the past and would have no hesitation in continuing to do so. His advice has been invaluable.”

Jim & Jane – Penicuick

“I like Grant personally. Gave me lots of advice. Tried hard…Like his interest in the family side. I view Grant as my financial adviser. It’s a personal relationship. My feelings are warm and positive. He’s a good listener.”

Client – Edinburgh

“Always very efficient. Always made money…”

Client – Scottish Borders

“I like their informality, that they’re down-to-earth. They’re empathetic to people’s needs. Helpful, thorough, send detailed letters. I like their approach to financial services. Quite relaxed.”

Client – Edinburgh

“Grant and Duncan are very approachable- nothing’s too much trouble, if you’re concerned about anything. If you ask them a simple question, they don’t laugh at you. Not stuffy at all. A mix of a more personal service and a more active management. A couple of great people- feel very comfortable in their company. Feel we can talk to them about anything at all.”

Mr & Mrs Clunie – Edinburgh

“Very personable and advice is always straight forward to follow. Very clear. I feel comfortable with Grant’s advice. The result has been steady investment growth.”

Dr & Mrs Bond – Edinburgh

“Anything we ask about we get proper advice on. Very efficient. Grant is a very pleasant man who’d do anything for you.”

Client – Aberdeenshire

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Wills & POA

Let's talk knowing that your assets
are in order and meeting your wishes.

Edinburgh Independent Financial Advisers