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Forth Financial Services Limited
       
 
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Forth Financial Services Limited
 
 
Overview: 

We are a firm of financial advisers and mortgage brokers based in Haddington, East Lothian, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.

Our Financial Advisers and Mortgage Brokers have particular expertise in the following areas:
Pension and Retirement Planning
Investments and Savings
ISAs and other tax efficient saving methods
Life Assurance
A wide range of mortgages including:
Remortgages
First Time Buyer
Buy to Let *
Lifetime Mortgages and Home Reverison Plans



As part of our service, we offer to undertake a review of your current circumstances to ensure your present provisions meet your changing needs.

We will evaluate your aims and objectives and review any current policies , as well as ensuring the policies you have in place are still appropriate. We will make you aware of changes in the industry and identify any new options now available to you.

We value the relationship we have with our clients. So, whatever your plans, as Independent Financial Advisers, where possible we will help by assisting you to meet your financial objectives.

To ensure that we offer a service that is accessible to you, your business can be reviewed in one of the following ways, you can call into our East Lothian office at 1 High Street, Haddington, or we can arrange a visit to you at either your home or your place of work.

You choose.

We provide financial and mortgage advice to clients in the following areas: East Lothian, Edinburgh, Haddington, North Berwick, Dunbar, Gullane, Tranent, Prestonpans and Gifford.


 
 
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