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Investing for beginners

This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Edinburgh let alone Granton (Edinburgh) ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Edinburgh.

Good luck! 

Independent Financial Advisors IFAs

Independent Women

Ronaldson’s Wharf, 2 Sandport Pl, Edinburgh EH6 6EU, UK – 0131 454 2343

Independent Women have provided general investment advice and services to me for more years than I care to remember - but if I asked them, I know they could tell me, immediately, how long it has been. They have always provided unbiased, professional advice in a relaxed, unpressurised environment. More recently they have taken me through the intricacies of retirement. As always, any questions are explained in a manner to ensure my understanding. I always leave meetings knowing that if I have subsequent questions, I will receive a prompt response by e-mail. Financial advice can be a somewhat dry, serious subject; I always enjoy my meetings with Lesley. I have no hesitation in recommending Independent Women.

I have consulted Lesley for many years regarding financial matters and everyone in her team has always provided a highly professional service whilst making me feel as if I was their most important client. Regular reviews are conducted to keep up-to-date with changing circumstances and Lesley has always taken the time to ascertain all the current facts before making recommendations which she explains clearly in terms I can understand. She answers numerous questions with great patience.

Female Financial Ltd

Forth House, 28 Rutland Square, Edinburgh EH1 2BW, UK – 0845 094 4855

A Fantastic service. Susann went through everything with me and offered me the perfect products to match my situation. I would highly recommend her to anyone.

Brilliant professional, friendly service. Would highly recommend thanks Susann

Futurity Financial Services Ltd.

5 Dean Park St, Edinburgh EH4 1JN, UK – 0131 516 9264

David Hand and the team at Futurity Financial Services offer unbiased advice that will help your financial requirements after conducting a full comprehensive analysis of your commitments and the current financial market.

Rathbone Investment Management

28 St Andrew Square, Edinburgh EH2 1AF, UK – 0131 550 1350

Charles Stanley Edinburgh

2 Multrees Walk, Edinburgh EH1 3DQ, UK – 0131 550 1200

Quilter Cheviot Edinburgh Office

Saltire Court, 20 Castle Terrace, Edinburgh EH1 2EN, UK – 0131 221 8500

Investment Companies - Business Angels

Baillie Gifford & Co

Calton Square, 1 Greenside Row, Edinburgh EH1 3AN, UK – 0131 275 2000

Baillie Gifford must have some good investors as their portfolios have performed well, but there customer service is poor. There is a limited amount you can do with their website, all transfers are to be done via signed letter via post (old fashioned) and when you speak to their representatives they have limited knowledge on the phone. A good trust, but huge improvements are there be made with the customer services.

Walter Scott & Partners Limited

1 Charlotte Square, Edinburgh EH2 4DR, UK – 0131 225 1357

Offered work experience through summer 2017. Great culture, and an excellent place to work.

Murray Asset Management

3 Glenfinlas St, Edinburgh EH3 6AQ, UK – 0131 220 8888


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