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heritableltd.co.uk

Financial Adviser and Financial Planner in Edinburgh

Heritable Financial Planning is a small, welcoming and friendly firm of independent financial advisers and planners, based in Edinburgh.

http://heritableltd.co.uk/

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Financial Adviser and Financial Planner in Edinburgh | heritableltd.co.uk Reviews
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Heritable Financial Planning is a small, welcoming and friendly firm of independent financial advisers and planners, based in Edinburgh.
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1 what we do
2 our approach
3 case studies
4 about us
5 and expats
6 heritable ltd
7 38 henderson row
8 edinburgh
9 hot topics
10 legal disclaimers
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Financial Adviser and Financial Planner in Edinburgh | heritableltd.co.uk Reviews

https://heritableltd.co.uk

Heritable Financial Planning is a small, welcoming and friendly firm of independent financial advisers and planners, based in Edinburgh.

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heritableltd.co.uk heritableltd.co.uk
1

Case Studies - Heritable Ltd - Financial Planning

http://www.heritableltd.co.uk/case-studies

To see how we can make a real difference – please click on the case study links below to view a PDF with further details. Dr and Mrs Client a GP and a Teacher, aged 32 and 29, married with young children. Mr and Mrs Client, 58 and 53, successful property developers with significant assets. Separation & Divorce. Mrs Client, aged 52, divorcing after 25 years of marriage, with significant pension and property assets built up in the marriage. Major and Mrs Client, in their 70s, with considerable IHT issues.

2

About Us - Heritable Ltd - Financial Planning

http://www.heritableltd.co.uk/about-us

Heritable was founded by Colin in 2002 in Edinburgh. Our client list is diverse and has mainly grown through referrals both from existing clients and from our professional links, particularly accountants and solicitors. As a client you will benefit from Colin’s detailed knowledge not only of the diverse range of financial products and services, but also his network of contacts within the industry. Which is considered to be one of Scotland’s leading independent financial advisory firms. We view our re...

3

What We Do - Heritable Ltd - Financial Planning

http://www.heritableltd.co.uk/what-we-do

We provide independent, impartial and expert financial advice to help you achieve the following outcomes:. Create an adequate income in retirement. Best plan your family’s wealth to minimise Inheritance Tax. And provide for dependents. Work efficiently and effectively. From the loss of a director or key employee. So that you can plan to get the best out of life. View our complete list of services. The Financial Conduct Authority does not regulate Tax advice. T 0131 557 6778. Our charity of the year.

4

Our Approach - Heritable Ltd - Financial Planning

http://www.heritableltd.co.uk/our-approach

In the first instance we work with you to gather detailed information about your current financial position and future goals. Our understanding of where you want to be in years to come is essential. Having an external perspective from a professional will give you absolute clarity on where you are today and possible future scenarios. View our Advice Process. T 0131 557 6778. E info@heritableltd.co.uk. Our charity of the year. Website designed by: Affordable Web Design Sydney.

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Hot Topics - Heritable Ltd - Financial Planning

http://www.heritableltd.co.uk/hot-topics

Our charity of the year. We are delighted to be supporting the work of the Sick Kids Friends Foundation and the work it is doing for the new Sick Kids hospital which is due to open at Little France in 2017. The Foundation aims to ensure that every one of the 100,000 children who visit the hospital each year, and […]. Posted April 12, 2016. Read the full article. T 0131 557 6778. E info@heritableltd.co.uk. Our charity of the year. Website designed by: Affordable Web Design Sydney.

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Financial Adviser and Financial Planner in Edinburgh

Heritable Financial Planning is a small, welcoming and friendly firm of independent financial advisers and planners, based in Edinburgh. We offer a full financial planning service and management of finances and investments designed to ensure that you make the best financial decisions to achieve your desired lifestyle at whatever stage of life or business you might be. We are independent and whole-of-market. You may be looking:-. For help with sorting out your personal financial priorities. T 0131 557 6778.

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