About us

Welcome to Futurity Financial Services

Established in 2007, we are a team of independent financial advisers and Mortgage brokers, based in the centre of Edinburgh.

Our philosophy is simple: we want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.

We are enthusiastic about what we do and aim to form life-long relationships with our clients. We believe that trust and mutual respect are the keys to a successful client-adviser relationship.

Our team members have many years of combined experience in the financial services industry, and are committed to providing the highest quality, bespoke wealth management and financial planning solutions to our clients.

Our advisory services include:

• Wealth management
• Financial planning
• Savings
• Investments
• Pensions
• Mortgages
• Protection
• Inheritance Tax

Our independent status means that we are free to select products and services from the entire financial services marketplace. This means that we can deliver impartial, innovative solutions to individuals, families and businesses alike.

Why us?

At Futurity Financial Services, we offer a bespoke, holistic approach to wealth management and financial planning. We can provide tailored solutions to your specific requirements and financial aspirations.

Our consultation process is designed to gain a comprehensive understanding of your current situation and objectives for the future, before we provide any advice.

We strive to present unrivalled solutions that provide peace of mind, security and a sense of financial organisation.

We understand that wealth management is an ongoing process, and therefore review our clients’ circumstances on a regular basis, maintaining regular communication throughout the relationship.