Daniel Galbraith
- 📍
- 95 Clerk Street, Loanhead, Midlothian, EH20 9SB
Daniel Galbraith of Kilgour Wealth Management Ltd is based in Loanhead.
Education / A summary of my qualifications to date:
Chartered Financial Planner
Advanced DipFA Chartered ALIBF
Level 6 Diploma in Advanced Financial Advice (Adv DipFA)
Certificate in Long Term Care and Later Life Planning (CertLTCP)
Level 6 Award in Pension Transfers (PETR)
Diploma for Financial Advisers (DipFA)
Adhere to the London Institute of Banking & Finance's Code of Ethics
- ✔Level 4 Qualification:
- Yes
- ✔Higher Level Qualifications:
- Yes
Fees
Ongoing fees are calculated as a percentage of funds under management (FUM).
Initial fees for the implementation of advice are variable depending on the complexity of the work involved.
- ✔ Ongoing Fees as % of investment as annual charge:
- 0%
Social Media
Daniel has experience in a role requiring FCA regulated permissions.
Kilgour Wealth Management LTD
- 📍
- 95 Clerk Street, Loanhead, Midlothian, EH20 9SB
Number of Employees
- ✔No. of Financial Advisers: 2
- ✔No. of Employees: 8
Financial planning and wealth management firm offering holistic financial planning advice and services.
Criteria
- ✔ Min Wealth Fund Level: £250,000
Fees
Ongoing fees are calculated as a percentage of funds under management (FUM).
Initial fees for the implementation of advice are variable depending on the complexity of the work involved.
- ✔ Initial Fees as % of investment:
- 1%
- ✔ Ongoing Fees as % of investment as annual charge:
- 0.85%
Social Media
Kilgour Wealth Management LTD is based in Loanhead, has 2 financial advisers in Financial Services. Kilgour Wealth Management LTD is registered with the FCA (registration number: 522660). You can check the firm registration with the FCA here.
Kilgour Wealth Management LTD are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Life Insurance
- ✔ Insurance
- ✔ Commercial Insurance
Directions to Kilgour Wealth Management LTD from the Motorway
- From the M8,
- At Hermiston Gait Roundabout, take the third exit onto the A720 ramp leading to City Bypass S.
- Merge onto The City of Edinburgh Bypass (A720) via the ramp towards City Bypass S.
- Take the A701 exit towards City Centre, Peebles, or A703.
- At Straiton Junction, take the fourth exit onto Straiton Road (A701).
- Veer slightly left onto Loanhead Road (B702).
- At the roundabout, take the second exit and continue on Loanhead Road (B702). Continue following B702. The destination will be situated on the right-hand side.
List of advisers under Kilgour Wealth Management LTD:
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.