Financial advice provides a structured approach to managing your finances, helping you achieve both short-term and long-term financial goals.
When you appoint Wilson Financial Advice we begin by evaluating your current financial situation, setting realistic objectives, and creating strategies to reach those objectives. Effective financial planning ensures that you can handle unexpected expenses, save for future needs such as retirement or education, and make informed decisions about investments and expenditures. Ultimately, getting professional financial advice offers peace of mind and financial security, allowing you to live comfortably and confidently navigate life’s financial challenges.
As an accredited member of The Insurance Society of Edinburgh, you know you’re in safe hands with Wilson Financial Advice.
For all new clients we offer a first meeting of up to one hour free of charge. The purpose of this meeting is to discuss their needs and our services. We usually conduct this meeting at our offices but are happy to discuss matters over the phone or virtually, at a mutually convenient time.
If we, mutually, agree that there would be benefit for you to proceed further then we would agree a further meeting to conduct a full fact find prior to researching and presenting advice recommendations to you.
We believe that regular reviews are essential to ensure your financial plans remain on course to achieve your financial goals, objectives, and aspirations. We provide an on-going service for clients who want a fully integrated financial plan ensuring you optimise and protect your overall financial position.
Our ongoing advice service includes:
For all your investment and financial planning enquiries, just get in touch.
Please Note: The value of your investments (and any income from them) can go down as well as up and you may not get back the full amount you invested.
The Financial Conduct Authority does not regulate estate planning.
