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
  • "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 office is in Boston Spa, Wetherby, West Yorkshire but 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.

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

Watch out for scam companies offering high savings interest rates

Watch out for scam savings accounts or fixed rate bonds

Savings interest rates are at all time lows. For anyone with money tucked away, especially those who rely on the interest from that money to meet their spending needs, this is a pretty depressing stat ...

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Buy to let mortgage advice, Edinburgh

Buying a buy to let property via a Limited Company

Convential wisdown (i.e. internet forums) is indeed pretty in favour of using a Limited Company for buy to let properties, and there are some theoretical advantages of course, mostly the full deductio ...

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Edinburgh property and mortgage advice

Private landlords and the 2018 Budget - what changed?

There has been a lot of media attention on an announcement in the 2018 Budget about "lettings relief", but much of the coverage has misunderstood what has really changed.Under current rules, if you ...

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Investment management using passive funds

Passive / tracker funds - what are they and why might you choose them?

Tracker funds and exchange-traded funds (ETFs) are investments that aim to mirror the performance of a market index. A market index follows the overall performance of a selection of investments. The F ...

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Independent financial advice. Regulated by the Financial Conduct Authority (FCA no. 603653). Company no. SC450460