Financial advisers in Elgin
River Lossie in Elgin, Scotland by Babett Paul
Our nation-wide team includes financial planners and mortgage advisers serving the town of Elgin. They are passionate about helping people, just like you, manage their money more effectively.
Elgin is a historic town in the county of Moray in the North East Scotland. Renowned for its medieval cathedral, the town showcases a fascinating blend of heritage and contemporary life.
Surrounded by scenic landscapes and close to the Speyside whisky region, it’s easy to see why Elgin attracts visitors. The town offers charming shops and cafes, as well as historic buildings, making it a lovely destination for locals and tourists alike.
Amber River has a highly qualified team of independent financial planners and mortgage advisers serving Elgin and surrounding areas. Our advisers take the time to listen and ask questions first, so they understand precisely what matters most to you.
They’ll formulate a bespoke financial life plan, carefully laying down the stepping stones that will enable you to reach the goals and ambitions you’ve set for your business, family and future. They are your financial guide, long-term mentor and friend, helping you stay on track at every major milestone you pass.
We go beyond financial advice. This is Life Landscaping®
Our Elgin Financial Advisers
Here are just some of the faces and stories behind our financial advisors serving Elgin.
Financial advice we offer
Whatever your hopes and dreams, and wherever you are in life, there are inevitably some important decisions and moments that can be difficult and time-consuming to work through. That’s why our team includes people with experience and technical knowledge spanning the financial planning spectrum, from the more straightforward to the most complex.
Retirement planning
When work stops, life continues. With careful planning, we can make sure you enjoy a fulfilling retirement
Business owners
Whatever stage your business is at, we'll help provide a future-proof financial framework
Financial advice
Crystallising your pension unlocks your investments and gives you access to your pension savings, including a…
We’ve created a list of the common financial planning jargon you might come across when planning for you and…
Is an annuity something you should consider? We take a look at the benefits and drawbacks to help you build…
If navigating Inheritance Tax feels like a bewildering maze, you're not alone. We take a look at where you…
More people are choosing to work beyond retirement. Phasing retirement can offer a range of benefits, even…
Looking to reduce your Capital Gains Tax bill? Here are 9 ways you can cut your tax liability, keeping more…
Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your…
Pension consolidation simply means combining two or more pensions into a single pot. There are several…
Only by providing open and honest answers will your financial planner be able to design a financial plan that…
What our clients say
S Hughson
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
Madeline
I simply can’t recommend highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.
I simply can’t recommend highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you. Madeline
Mrs J & Mr TB
I would recommend to anyone, I have implicit faith and trust in their judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.
I would recommend to anyone, I have implicit faith and trust in their judgement, we both feel secure with him dealing with our finances and we look forward, hopefully, to a long working relationship for years to come.Mrs J & Mr TB
LW
Unfailingly professional and responsive to any queries I have raised, no matter how trivial they might have been. My adviser listens carefully to what I have to tell her at our review meetings and tailors my investments in the light of any changes to my requirements. I can unreservedly recommend their services.
Unfailingly professional and responsive to any queries I have raised, no matter how trivial they might have been. My adviser listens carefully to what I have to tell her at our review meetings and tailors my investments in the light of any changes to my requirements. I can unreservedly recommend their services.LW
DS
It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.
It is very pleasant to be able to combine a highly professional relationship with a relaxed and long term friendship. I know that they can offer the same combination of relaxed informality and highly professional advice-giving to new, as well as long-term clients.DS
Amber River Group companies adhere to the FCAs principles of Treating Customers Fairly (TCF).
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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