Torphin Financial Planning

Welcome to Torphin Financial Planning, your trusted independent financial advisers (IFA) in Edinburgh and the Lothians. With over 30 years of experience, we are committed to providing informed and dependable personal financial advice to help you manage your investments effectively throughout your life. Our primary goal is to ensure that you keep more of the money you've earned and help it grow, providing you with a secure future.

Our Investment Philosophy

At Torphin Financial Planning, we believe in building long-lasting relationships with our clients, taking the time to understand their unique circumstances, financial goals, and risk tolerance. Our tailored advice is designed to meet your specific needs, ensuring that your investments are aligned with your objectives and that you can enjoy the retirement you've always envisioned.

Financial Services

Our comprehensive suite of financial services includes:

• Investments: We are here to help you make the most of your savings and investments, offering expert advice on a wide range of investment opportunities to ensure that your money works harder for you.
• Pensions: Our pension advice service is designed to help you secure your future and enjoy it. We will guide you through the process of creating the right retirement plan, ensuring that you have enough income to live comfortably.
• Tax: Our tax planning services aim to protect your wealth by providing advice on various tax-related matters, such as inheritance tax, capital gains tax, and retirement income tax. We will help you keep more of your earnings and share them with your loved ones.
• Wills & POA: We understand the importance of having a well-structured estate plan. Our wills and powers of attorney (POA) services focus on ensuring that your assets are in order and that your wishes are met.

Torphin's Reputation

Our reputation as a trusted and experienced IFA firm is built on the strong relationships we have formed with our clients. We pride ourselves on offering a personal touch, ensuring that you receive the guidance you need when making important financial decisions.

Meet the Torphin Team

Our experienced and knowledgeable team of financial advisers consists of dedicated professionals who are committed to providing you with the best possible advice. With our local office based in South Edinburgh, we can easily get to know you and understand your unique financial situation, allowing us to put in place the right plan for your future.

If you are looking for a financial adviser in Edinburgh and the Lothians, do not hesitate to get in touch. Request a call or meeting with one of our financial advisers, and we will be happy to discuss how we can help you manage your investments, secure your retirement, and protect your wealth.