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Heritable Financial Planning is a small, welcoming and friendly firm of independent financial advisers and planners, based in Edinburgh.

We offer a full financial planning service and management of finances and investments designed to ensure that you make the best financial decisions to achieve your desired lifestyle at whatever stage of life or business you might be.  We are independent and whole-of-market.

You may be looking:-

  • for help with sorting out your personal financial priorities.
  • to protect, house, and save for you and your family.
  • for a plan for retirement.
  • for the best means to take an income in retirement.
  • at how best to deploy your assets for the maximum return.
  • for financial advice and support in your business.

Let us use our wealth of knowledge and experience to work in partnership with you to find the perfect solution. We pride ourselves on the care and attention we give to all of our clients, not just on initial contact with us but on an ongoing basis and hopefully throughout your life.

Our clients include: private individuals, families, trusts, charities, business owners, companies and expats.

Heritable Financial Planning is a trading style of Johnston Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.

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