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Welcome to Futurity Partnership LLP


I am an Edinburgh-based IFA committed to financial planning. My approach is to identify what my clients value and develop a financial plan around this to help them achieve the lifestyle they desire. I believe that planning financially for the future involves three distinct areas: lifetime financial planning, retirement planning and investment advice.

 

Financial planning is about managing your personal financial resources in the most effective way possible in order to achieve your own financial goals.

I believe that money should be seen as the means to help you achieve the lifestyle you want and to ensure that family is taken care of when you are no longer around.

Once we have identified the lifestyle that you want at different stages of your life and the resources available to you, I will be able to provide you with a bespoke financial plan. This means peace of mind over your financial future!

If you feel that you would like further details, please contact me so that we can arrange an initial meeting. Email me at edinburgh@futurity-partnership.com or call 01312006094.

I look forward to meeting with you and welcoming you to Futurity-Partnership LLP.

 
Authorised and Regulated by the Financial Services Authority.

Registered in Scotland No. SC301317. Registered Office: 35 Learmonth Crescent, Edinburgh, EH4 1DD - Office Address: The Conference House, 152 Morrison Street, Edinburgh, EH8 8EB.

Futurity Partnership LLP is a Limited Liability Partnership.
 

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here

35 Learmonth Crescent, Edinburgh, EH4 1DD - Office Address: The Conference House, 152 Morrison Street, Edinburgh, EH8 8EB