Poise Financial Planning Limited
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- Herkimer House, Mill Road Enterprise Park, Linlithgow, EH49 7SF

Poise Financial Planning Limited, a FCA-regulated firm (registration number 930257), provides expert and regulated advice on financial planning. Their core services include life insurance, investments, and pensions retirement advice. Based in Linlithgow, near Edinburgh, they serve clients across the surrounding areas with a personalised and client-focused approach. With their office located at Herkimer House on Mill Road Enterprise Park, Poise Financial caters to both individuals and businesses, helping them make informed financial decisions. Whether you're a first-time buyer or have previous financial planning experience, Poise Financial is committed to providing clear, professional, and approachable service. Their team's knowledge ensures they remain a trusted resource for financial advice.
Their team includes one financial adviser. Check FCA registration here.
Poise Financial Planning Limited are approved by the FCA to give advice on:
Directions to Poise Financial Planning Limited from the Motorway
- From the M9:
- At Junction 4, proceed towards the A801/A803 exit, marked for M8/B9080/Bathgate/Livingston/Kirkliston/Linlithgow/Polmont.
- Upon reaching the roundabout, take the third exit to continue on A803.
- Make a left turn onto Mill Road/B8029.
- Thereafter, make another left turn.
- Subsequently, make a right turn.
- Followed by another right turn and your destination will be situated on your right side.
List of advisers under Poise Financial Planning Limited:
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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.