FML Wealth Limited offer a comprehensive wealth planning service; we're based near Edinburgh and have many years of experience in both the finance and accountancy markets.
We are able to cover all aspects of financial planning from retirement planning to inheritance tax planning to ensure that you have the correct financial plans in place to meet your objectives.
Our wealth preservation and inheritance tax planning review accurately assesses your exposure to inheritance tax; we're in a strong position to make sound recommendations because of our background in tax and accountancy.
Rather than a “one size fits all” solution our experienced wealth planning offers whole of market advice tailoring it to the individual requirements of each client; we find this makes our approach very personal.
Once having agreed a wealth planning strategy we will ensure the right financial plans are in place together with an individual investment strategy that matches your attitude to investment risk.
We are committed to continuing professional development and adherence to an industry standard Code of Ethics and offer truly independent financial advice.