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South Charlotte Wealth Management Limited

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7 South Charlotte Street, Edinburgh, EH2 4AN
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https://www.scwm.co.uk
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FCA Number: 914136
Website Image of South Charlotte Wealth Management Limited

South Charlotte Wealth Management Limited, strategically situated on South Charlotte Street in the bustling city of Edinburgh, provides a range of trusted and regulated financial services across Greater Britain. As a firm regulated under FCA registration number 914136, our services span from life insurance, to financial planning and investments, with tailored advice on pensions retirement and final salary pension transfers. We prioritize our clients' needs, assisting them with sound, regulated advice that ensures their financial objectives are met. Renowned in the industry for our client-focused approach, we often collaborate with local families and businesses, providing approachable, personalized guidance for all stages of their financial journey.

Their team includes one financial adviser. Check FCA registration here.

South Charlotte Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to South Charlotte Wealth Management Limited from the Motorway

  1. From the M8:
  2. Upon reaching Hermiston Gait Roundabout, please take the third exit onto the A71 ramp, leading to Edinburgh West, City Centre, Kilmarnock, and West Calder.
  3. Make a slight left turn onto the A71 ramp that leads to the aforementioned destinations.
  4. Upon arriving at Calder Junction, take the first exit onto Calder Road, also known as A71.
  5. At the ensuing roundabout, opt for the second exit whilst maintaining your route on Calder Road or A71.
  6. This procedure should be repeated for the two following roundabouts, ensuring you remain on Calder Road or A71 and continue to follow the A71.
  7. Subsequently, make a left turn onto Balgreen Road.
  8. At the forthcoming roundabout, please take the second exit towards Stevenson Road.
  9. Proceed along Westfield Road.
  10. Continue on West Approach Road.
  11. Maintain your course on West Approach Road by travelling straight ahead.
  12. Take a left turn onto Lothian Road, which is also A700. Please note that portions of this road may be closed at particular times or days.
  13. Lothian Road, or A700, veers to the right and morphs into Princes Street.
  14. Please make a left turn onto South Charlotte Street.
  15. Then, make a left turn onto Charlotte Square.
  16. Next, proceed to make a left turn onto Hope Street.
  17. Once again, make a left turn onto Hope Street Lane.
  18. Finally, make a right turn onto South Charlotte Street. Your destination will be situated on the left.

List of advisers under South Charlotte Wealth Management Limited:

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

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.

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