As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. I have traded as an IFA for the past twenty years and have endeavored to increase the wealth of our clients and the small businesses that we look after. Our focus is on completely understanding your circumstances and to provide individually tailored solutions.

Additional information on our services and options on remuneration can be obtained from our website at www.ifa-lothians.com or by requesting a free copy of our company brochure.

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Digital Services Report

We recognise that advances in technology mean our clients are increasingly choosing to interact with us across multiple channels: face to face, on the telephone and online. That's why we're introducing our new Digital Services to provide you with real choice.

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