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Financial Planning

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As...

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Pensions

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle ...

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Savings & Investments

Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than...

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Mortgages

Your mortgage is probably the largest financial transaction and commitment you are likely to undertake.

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Welcome to Forth Financial Services Independent Financial Advisers in Haddington, East Lothian

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 01620 822033 or complete our short enquiry form by clicking on the form button below and we'll be pleased to help you.

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Content categories: 

Our Areas Of Expertise

    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions. ...

      Read more
    • Pensions

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed. ...

      Read more
    • Savings & Investments

      Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest a...

      Read more
    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, ...

      Read more
    • Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change. ...

      Read more
    • Life Assurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. ...

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    • Mortgages

      Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage advice which is individually tailored to your needs and requirements? ...

      Read more
    • Equity Release

      If you're over the age of 55, equity release offers you a way to use the value of your home to raise money. Why do people consider Equity Release? You probably have other ideas - there is no restriction on how you use the fun...

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    • Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you and your family. ...

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    • General Insurance

      This is an area of financial planning that is often overlooked. Traditionally, we have our buildings and contents insurance with our mortgage lenders, which may be uncompetitive in a very competitive marketplace. ...

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    • Business Insurance

      All businesses are exposed to risks in their day-to-day operations. Without insurance cover to provide protection against some of these risks, businesses would find it difficult to operate efficiently and profitably. ...

      Read more

Client Testimonials

  • I have difficulty in understanding financial investments but Andrea and Tom have been excellent would recommend Forth to anyone.

    M Crowe - Haddington
  • Very pleased with the service I received from Forth Financial, especially the fact that my finances are regularly reviewed.

    N Stupple - Edinburgh
  • Were very satisfied with everything we discussed Tom O'Neill is very helpful and contacts us often to check our finances are up to date.

    C Cant - Edinburgh
  • Would happily recommend Forth Financial Services to anyone if asked.

    D Cowan - Haddington
  • I appreciate the straightforward way my finances are dealt with also the sensitive and understanding manner of discussions.

    M Menzies - Edinburgh
  • We have always found Brad very friendly, helpful and efficient.

    S Mooney - Haddington
  • Very satisfied with the care and attention that Forth have given me

    W Bagley - Haddington
  • Regarding my mortgage and my investments, very patient, very helpful and spoke in terms that I understood with full explanation of everything, Brad and Andrea went out of their way to be helpful as always.

    K Holding - Tranent
  • It is a pleasure dealing with Andrea my mortgage was set up in a very short time and without any stress!

    V McIntrye - Musselburgh
  • I would not hesitate to recommend Forth Financial Services, a speedy, friendly service from a great local company.

    V Peet - East Linton
  • I am really pleased with the service provided and I feel that I can completely trust Andrea, and will definately come back to use your mortgage service again, thank you.

    A Telford - Edinburgh
  • I have found Forth courteous, efficient and professional. I have previously been to Mortgage Brokers who wanted large fees and were 'pushy'. I found neither here and appreciated that.  I would highly recommend Forth Financial Services

    F Porteous - Dunbar
  • I have a close working relationship with Forth Financial Services Limited and know them to be a reputable and reliable company.  On a personal level I have obtained excellent service and could recommend them to anyone interested in getting sound advice over a whole range of financial products.

    R J Stark Accountant - Gilmerton, Edinburgh
  • 1st class service. We were kept fully informed and updated regularly. Everything explained in easy to understand way, would definately recommend Forth Financial Services Limited to others requiring advice and assistance with financial planning. 

    C & H Wilson - Haddington

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