News Listings.

Pension and retirement advice, Edinburgh IFA, clients across the UK

What is the safe amount to withdraw from a pension each year?

Wednesday, 8 November 2017

Thanks to the slow death of "defined benefit" pensions (hastened by the current wave of final salary pension transfers), most people will in future rely on a pension which isn't guaranteed in retireme ...


Independent investment and pension advice, Edinburgh IFA - for clients across the UK

Watch out for "guaranteed" investments

Wednesday, 25 October 2017

Investing your money, rather than saving it in a bank, can be a great way to build long term wealth (although it does come with risks). However, with investments, such as stocks and shares, bonds, pro ...


DB pension transfer advice, Edinburgh, Scotland and across the UK

Final salary pension schemes attempt to cut inflation protection

Monday, 25 September 2017

Final salary (defined benefit) pension schemes offer a guaranteed pension income for life. The rate at which this income rises each year both before and after retirement is set by the rules of each sc ...


Rescue child benefit with pension contributions, Edinburgh, Fife and UK IFAs

How paying into a pension can increase your child benefit payments

Wednesday, 6 September 2017

Under current rules, if any person in an household earns more than £50,000, then the household starts to lose any child benefit income it is receiving. Once the income of any family member reaches £ ...


Pension advice, including DB pension transfers, Edinburgh and UK-wide

Examples of our recent IFA cases

Thursday, 27 July 2017

Some of the work we have been doing for Dalbeath Financial Planning Ltd clients over the last week: We were approached by a client with a very serious health condition, and a life expectancy of under ...


Edinburgh and UK asset management

Assets under management reach £30m

Wednesday, 3 May 2017

We are delighted to say that the amount of pension and investment money we manage for our clients has reached £30,000,000, up from £20,000,000 this time last year. Welcome to all our new clients, an ...


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