Torphin Financial Planning - A trusted Edinburgh and Lothians IFA firm with over 30 years' experience delivering sound financial advice. We offer professional guidance specifically on Defined Benefit/Final Salary/Personal Pensions, Investments/Retirement Planning, Inheritance Tax Planning and Trusts.As Independent Financial Advisers, we aren’t restricted in the same way as some financial advisers are:We’re nimble and can make quick decisionsWe have access to a larger choice of Financial Products which can be tailored to your specific needs (in comparison, a restricted adviser is restricted by provider or investment product)We have special partnerships with local stockbrokers, giving access to their investment expertise as well as ours.We’re local, so you can call into our office in South Edinburgh, near the Pentland Hills, have a coffee and talk things over with us.Torphin Financial Planning looks to build personal relationships with our clients that will continue throughout the years so that we can offer ongoing help and support when required. By getting to know you and your financial circumstances, we aim to ensure that you don’t pay a penny more in tax than you need to and that you’re making a profit on your investments. This relationship and understanding also allows us to keep you up to date with specific and relevant information on any changes in regulations which could affect your savings and investments. We are then in a position to offer the right advice so that you remain in control of your returns.
View Top Employees from Torphin Financial PlanningWebsite | http://www.torphin.co.uk |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 2014 |
Phone | +44 131 440 8250 |
Industry | Financial Services, Finance General, Finance |
Competitors | Churchill Wealth Management Ltd, Lifetime IFA, Partridge Muir & Warren Ltd, Tower Hill Associates Limited |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52399 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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The Torphin Financial Planning annual revenue was $1 million in 2024.
Grant Macdonald is the Independent IFA and Director of Torphin Financial Planning.
5 people are employed at Torphin Financial Planning.
The NAICS codes for Torphin Financial Planning are [523, 52399, 52, 5239].
The SIC codes for Torphin Financial Planning are [62, 628].