Purpose Financial Planning LTD
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- 5 South Charlotte Street, Edinburgh, EH2 4AN
Purpose Financial Planning Ltd, regulated by the FCA under number 996218, is a leading financial planning and regulated advice firm located on South Charlotte Street, Edinburgh. Specialising in a wide range of financial services, including life insurance, investments, and retirement advice, our primary focus on tailored strategies enables us to serve clients' unique needs effectively. We are also proficient in handling final salary pension transfers, ensuring a seamless transition in your golden years. Serving the Edinburgh region and beyond, we are recognised for our professional yet friendly approach, often catering to both seasoned investors and individuals new to financial planning. Trust us for a dedicated service that aligns with your financial objectives.
Their team includes one financial adviser. Check FCA registration here.
Purpose Financial Planning LTD are approved by the FCA to give advice on:
Directions to Purpose Financial Planning LTD from the Motorway
- From the M8.
- Upon reaching Hermiston Gait Roundabout, proceed to the third exit towards the A71 ramp that leads to Edinburgh West / City Centre / Kilmarnock / West Calder.
- Take a slight left onto the A71 ramp directing to Edinburgh West / City Centre / Kilmarnock / West Calder.
- At Calder Junction, select the first exit which leads onto Calder Road / A71.
- Upon arrival at the roundabout, opt for the second exit and continue on Calder Road / A71.
- At the subsequent roundabout, choose the second exit and persist on Calder Road / A71.
- Once again at the roundabout, pick the second exit and maintain your route on Calder Road / A71. Ensure to remain on A71.
- Make a left turn onto Balgreen Road.
- At the ensuing roundabout, go through the second exit towards Stevenson Road.
- Proceed onto Westfield Road.
- Continue further onto West Approach Road.
- Stay straight to remain on West Approach Road.
- Make a left turn onto Lothian Road / A700. Be aware that certain parts of this road may be closed at specific times or days.
- Lothian Road / A700 will make a right turn and transform into Princes Street.
- Subsequently, make a left turn onto South Charlotte Street. Your destination will be located on the right side.
List of advisers under Purpose Financial Planning LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.