Plan Today, Enjoy Tomorrow.

Straightforward financial planning and investment advice tailored to you.

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The way we work

Straightforward financial planning tailored to you

Our services include comprehensive financial assessments, customised wealth management strategies, and ongoing support from independent financial advisers in Edinburgh.

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Holistic Services

With you every step of the way

Regardless of your financial needs and stage of life, we can help you plan your future.

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Our Philosophy

What makes us different

  • No minimum investment

  • Independent and unbiased

  • Tailored approach

  • Fee transparency

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What our clients say

“A very good and helpful organisation that takes great care of its clients.”

"I was very impressed by how coherent the meeting was and how well suited you are to looking after my parents' investment and financial affairs."

"Hamilton Financial are very approachable and helpful. We have had great financial guidance and couldn't be happier with the results."

"Hamilton Financial have managed my affairs very well over many years. They have explained what they are doing with patience and kindness to someone who is financially hopeless."

Insights

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Hamilton - Personal Finance Portal (PFP)

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Hamilton Financial - finance planning Edinburgh

Who We Help

At Hamilton Financial, we support individuals, families, and businesses in making informed financial decisions in Edinburgh and beyond. Whether you're just starting out, planning for retirement, or managing wealth, our expert team is here to guide you. 

● Young professionals looking to build a strong investment plan 

● Families seeking to protect and grow their wealth 

● Business owners navigating complex financial planning and risk management

● Retirees seeking retirement planning and assistance from wealth managers 

Whatever your personal circumstances, we’re here to help you plan for a brighter financial future. 

Talk to our financial experts - discover how we can support you today.


Helping you navigate life's financial challenges with confidence

Get professional financial advice, tax planning, and wealth management services from a team you can count on.