What our clients say

  • "Very satisfied with the excellent advice received regarding investments. Recommended to friends and family who have also valued the knowledge and guidance given"
    Maureen Gregor
  • "Our family have used Dalbeath a number of times and always received a prompt, friendly and efficient service. They cut through the jargon and have provided just what we were looking for"
    Colin Dolbear (pension advice)
  • "Very helpful and efficient. Highly recommended"
    Brian Weeks (income drawdown advice)
  • "I received advice from Matt regarding this and found him to be very knowlegable and professional in dealing with my enquiries"
    Stuart Watson (defined benefit pension transfer advice)
  • "Prompt, pleasant and specific response to queries regarding defined benefit pension transfer"
    Graeme McGinnis

Welcome to Dalbeath Financial Planning

Dalbeath Financial Planning Ltd is a firm of independent financial advisers (IFAs). Our head office is in Edinburgh but we also have offices in Yorkshire and we offer advice to clients across the UK. As fully qualified and regulated IFAs we can advise you on your pensions, investments, mortgages, life insurance, estate planning and small business needs. We hold the CII Chartered Financial Planner status.

We are final salary (defined benefit) pension transfer specialists.

The directors are Matthew Harris and Wendy Cochran, both qualified IFAs, who both have extensive experience in the investment management and pensions industry.

We believe that being an IFA means being fair and honest with our clients, and offering good value for money. We don’t use jargon, and we will make sure you understand our recommendations clearly. We look forward to speaking to you.

Latest News

Independent financial advice, Edinburgh

5 ways to maximise your pension fund

Here are five ways to boost your pension assets1: Increase your pension payments over time Even a small increase in your pension contributions can really add up over the years, especially if you ar ...

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Edinburgh financial advice

Ten tax allowances that can safeguard your income

These days investors face an increasingly complex and changing set of tax rules, and as a result of this the cost of choosing the “wrong” savings vehicle can be significant.It is important to co ...

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Buy to let mortgage advice, Edinburgh IFA and mortgage broker

Should you move your buy to let properties into a Limited Company?

Clients often ask us about either buying a buy to let (BTL) property within a Limited Company (Ltd Co), or moving existing BTL properties into a company. This is because higher-rate taxpayers can no l ...

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Chartered Financial Planners. FCA Regulated (FCA no. 603653)