Crandles

Our Vision

Our mission at Crandles & Co is to empower individuals and families in Edinburgh to achieve financial security, peace of mind, and a brighter future. We provide tailored financial plans that address your unique needs and aspirations, while maintaining open and honest communication every step of the way.

Who We Are

Crandles & Co is a team of experienced and qualified financial planners based in Edinburgh, Scotland. We are highly skilled in retirement planning, wealth preservation, investments, and risk management. We combine our expertise with a genuine desire to understand your personal goals and challenges to create a strong and sustainable financial roadmap for you and your loved ones.

Pensions & Retirement Planning

• Comprehensive analysis of your current pension arrangements
• Development of a tailored retirement plan that aligns with your goals and aspirations
• Guidance on maximizing your contributions, investment options, and tax efficiency

Wealth Preservation & Investment Planning

• Comprehensive wealth assessment and risk profiling
• Development of an investment strategy that aligns with your risk tolerance, goals, and time horizon
• Ongoing monitoring and review of your portfolio performance

Life & Protection Planning

• Review of your existing life insurance and critical illness cover
• Recommendations on appropriate life insurance solutions to protect your loved ones in the event of your passing
• Guidance on understanding and managing your financial risks

Other Services

• Executive planning and succession planning
• Tax planning and mitigation strategies
• Personal financial education and guidance

Our Approach

At Crandles & Co, we believe in a collaborative and personalized approach to financial planning. We will:

• Take the time to understand your unique goals and aspirations
• Work with you to develop a comprehensive and personalized financial plan
• Provide clear and concise explanations in a jargon-free language
• Regularly review and update your plan to ensure it remains relevant and effective over time

Our Values

• Integrity: We are committed to providing honest and impartial advice.
• Client-Centricity: Your needs and goals are our priority.
• Transparency: We are open and upfront about our fees and processes.
• Sustainability: We believe in building lasting relationships with our clients.