Independent Financial Advisers in Edinburgh

Our experienced team of independent financial advisers in Edinburgh provide personalised solutions to help you achieve your financial goals.

Get in touch today to see how we can help.

financial advisors in edinburgh
financial advisors in edinburgh
financial advisors in edinburgh
Clients having a meeting with financial advisors in edinburgh

Trusted Financial Advice for Your Future

Clarity IFA serves as your dedicated financial adviser in Edinburgh, working with clients throughout the UK.

Our experienced team formulates effective strategies suited to your growth, building relationships based on trust, transparency and results.

As independent consultants, we explore varied options, ensuring impartial and innovative solutions. Connect with us for a clearer financial journey, as we guide you through complexities and help you to make informed choices.

Comprehensive Financial Services in Edinburgh

financial advisors in edinburgh

Financial Planning

We offer comprehensive financial planning services to help you manage your money.

Our experienced advisers will work with you to create a customised financial plan that meets your needs and helps you achieve your objectives.

Advisor discussing saving solutions in Edinburgh with client

Wealth Management

Wealth management is the professional management of money and assets to help individuals and families achieve their financial goals.

At Clarity IFA, our experienced team provides bespoke wealth management solutions.

financial advisors in edinburgh

Investments

Our experienced financial advisers provide bespoke investment advice to help you maximise your returns and minimise risk.

We work hard to analyse your unique circumstances to provide the best advice and solutions.

Savings

At Clarity IFA, our solutions are designed to assist you in realising your desired financial outcomes.

Our experts have access to the entire financial services marketplace, providing advice on high-interest savings accounts, ISAs, and term deposits.

Pensions

Specialising in pension guidance, our team is dedicated to ensuring your retirement is well-planned.

Aligned with your situation, our advisers design strategies that provide a clear path towards a secure future.

Mortgages

By gathering an understanding of your unique circumstances, we curate solutions that seamlessly support your homeownership journey.

Whether you’re a first-time buyer or seeking to remortgage, our objective is to provide the most suitable mortgage solution for your situation.

Why Choose Clarity IFA for your Financial Advisers in Edinburgh

Experience the distinct Clarity IFA approach that sets us apart.

Our dedicated team of independent advisers are your compass, navigating the intricacies of financial decisions.

With a wealth of over 200 years of expertise, we provide transparent, understandable guidance which is specific to your unique circumstances.

Whether you’re exploring mortgages, investments, or pension planning, our knowledgeable experts simplify complexities, empowering you to make well-informed choices for a more secure tomorrow.

Bespoke Solutions

Our financial advisers in Edinburgh design personalised strategies that perfectly match your situation and aspirations.

Transparent Advice

Rest assured, our advice is crystal clear, ensuring our suggestions are appropriate to your current situation.

Expertise

Our experienced advisers have in-depth knowledge of the financial marketplace and can provide advice on a range of financial matters.

Ongoing Support

Count on our dedicated team with industry knowledge to provide unwavering support, keeping you on the path to meeting your targets.

Let Us Help You Achieve Your Financial Goals Today!

Seeking trusted financial advisers in Edinburgh?

Your solution is Clarity IFA. Our services are extended to managing pensions, savings, investments, and mortgages.

Our team takes a hands-on approach, delving into your unique situation to provide actionable solutions. From personalised strategies to transparent advice, we guide you through a financial journey that suits you best.

Connect with us today to schedule a consultation and experience how we can help.

Our Approach to Providing Tailored Solutions for You

At Clarity IFA, we start by conducting an initial consultation to grasp your objectives and situation.

Our experienced team of financial advisers in Edinburgh will then offer clear suggestions that are adjusted to your specific requirements.

How Our Financial Advisers in Edinburgh Made a Difference

Privacy Policy

This privacy policy sets out how Clarity IFA uses and protects any information that you give Clarity IFA when you use this website.

Clarity IFA is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

Clarity IFA may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. This policy is effective from 14/04/23.

What we collect

We may collect the following information:

  • Name and job title
  • Contact information including email address
  • Demographic information such as postcode, preferences and interests
  • Other information relevant to customer surveys and/or offers

What do we do with the information we gather?

We require this information to understand your needs and provide you with a better service, in particular for the following reasons:

  • Internal record keeping.
  • We may use the information to improve our products and services.
  • We may periodically send promotional emails about new products, special offers or other information which we think you may find interesting using the email address you have provided.
  • From time to time, we may also use your information to contact you for market research purposes. We may contact you by email, phone, fax or mail. We may use the information to customise the website according to your interests.

Security

We are committed to ensuring that your information is secure. To prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.

How we use cookies

A cookie is a small file which asks permission to be placed on your computer’s hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Links to other websites

Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Controlling your personal information

You may choose to restrict the collection or use of your personal information in the following ways:

  • Whenever you are asked to fill in a form on the website, look for the box that you can click to indicate that you do not want the information to be used by anybody for direct marketing purposes
  • If you have previously agreed to us using your personal information for direct marketing purposes, you may change your mind at any time by writing to or emailing us at [insert email address]

We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so. We may use your personal information to send you promotional information about third parties which we think you may find interesting if you tell us that you wish this to happen.

You may request details of personal information which we hold about you under the Data Protection Act 1998. A small fee will be payable. If you would like a copy of the information held on you please write to [insert address].

If you believe that any information we are holding on you is incorrect or incomplete, please write to or email us as soon as possible at the above address. We will promptly correct any information found to be incorrect.

Copyright Policy

This website and its content are protected by copyright laws. All rights reserved.

The content of this website, including but not limited to text, graphics, images, logos, and software, is the property of Clarity IFA or its content suppliers and is protected by the United Kingdom and international copyright laws.

You may not reproduce, distribute, publish, display, modify, create derivative works from, or exploit in any way the content of this website without the prior written consent of Clarity IFA.

You may download, print, and store limited copies of the content of this website for your personal, non-commercial use, provided that you do not alter or remove any copyright, trademark, or other proprietary notices.

Any unauthorised use of the content of this website may violate copyright laws, trademark laws, and other laws. Clarity IFA reserves the right to take legal action against any unauthorised use of the content of this website.

Cookie Policy

This website, Clarity IFA, uses cookies to improve your browsing experience and to help us understand how users interact with our site. This Cookies Policy explains what cookies are, how we use cookies, and how you can manage your cookie preferences.

What are cookies?

Cookies are small text files that are stored on your device when you visit a website. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site.

 How we use cookies

We use cookies for a variety of purposes, including:

  • To remember your preferences and settings
  • To understand how you use our site and to improve your experience
  • To show you relevant content and advertising
  • To analyse traffic and usage patterns

Cookies that we use

We use the following types of cookies on our website:

  • Strictly necessary cookies: These are essential for the proper functioning of our website and cannot be disabled.
  • Functionality cookies: These enable us to remember your preferences and settings, and to provide enhanced, personalized features.
  • Performance cookies: These collect information about how you use our website, such as which pages you visit, and help us to improve the performance of our site.
  • Advertising cookies: These are used to show you relevant content and advertising based on your browsing history and interests.

 Managing your cookie preferences

Most web browsers allow you to manage your cookie preferences. You can set your browser to accept all cookies, to block certain types of cookies, or to block all cookies. You can also set your browser to alert you when a website tries to set a cookie.

Please note that if you block or delete cookies, some features of our website may not work properly.

For more information about managing your cookie preferences, please refer to the help section of your browser or visit www.aboutcookies.org.

Terms of Use

This website is operated by Clarity IFA (the “Website”). By using the Website, you agree to be bound by these Terms of Use (the “Terms”). If you do not agree to these Terms, please do not use the Website.

  1. Use of the Website

The Website is intended for your personal, non-commercial use. You may not use the Website for any illegal or unauthorized purpose. You may not use the Website in a way that could damage, disable, overburden, or impair the Website or interfere with any other party’s use of the Website.

  1. Intellectual Property

The content of the Website, including but not limited to text, graphics, images, logos, and software, is the property of Clarity IFA or its content suppliers and is protected by the United Kingdom and international copyright laws. You may not reproduce, distribute, publish, display, modify, create derivative works from, or exploit in any way the content of the Website without the prior written consent of Clarity IFA.

  1. Disclaimer of Warranties

The Website is provided on an “as is” and “as available” basis. Clarity IFA makes no representations or warranties of any kind, express or implied, as to the operation of the Website or the information, content, materials, or products included on the Website. Clarity IFA will not be liable for any damages of any kind arising from the use of the Website, including but not limited to direct, indirect, incidental, punitive, and consequential damages.

  1. Limitation of Liability

Clarity IFA will not be liable for any damages of any kind arising from the use of the Website, including but not limited to direct, indirect, incidental, punitive, and consequential damages.

  1. Changes to the Terms

Clarity IFA reserves the right to modify these Terms at any time without notice. Your continued use of the Website after any such modification constitutes your acceptance of the modified Terms.

  1. Governing Law

These Terms and your use of the Website will be governed by and construed in accordance with the laws of England and Wales, without giving effect to any principles of conflicts of law.

Disclaimer

This website (the “Website”) is provided by Clarity IFA on an “as is” and “as available” basis. Clarity IFA makes no representations or warranties of any kind, express or implied, as to the operation of the Website or the information, content, materials, or products included on the Website.

Clarity IFA will not be liable for any errors or omissions in the content of the Website, or for any actions taken in reliance on the information provided on the Website. Clarity IFA will not be liable for any damages of any kind arising from the use of the Website, including but not limited to direct, indirect, incidental, punitive, and consequential damages.

Clarity IFA does not warrant that the Website will be available at all times or that the Website or any content will be error-free. Clarity IFA reserves the right to modify, suspend, or discontinue the Website or any content at any time without notice.

The content of the Website is provided for general information purposes only and is not intended to be a substitute for professional advice. You should always seek the advice of a qualified professional before making any decisions based on the information contained on the Website.

Cookie Notice

This website uses cookies to improve your browsing experience and to help us understand how users interact with our site. By continuing to use this website, you consent to the use of cookies. You can find out more about the cookies we use and how to manage them in our Privacy Policy & Cookie Policy.