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.