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    Financial Advice in Edinburgh

    Find local financial advice with Wren Sterling's network of Financial Advisers

    Wren Sterling Edinburgh

    A Wren Sterling Financial Planner can help you explore whether financial advice is right for you – get in touch to find out more.

    Speak to our Edinburgh financial advice team

    Financial Advice Edinburgh

    Wren Sterling is a nationwide firm of Independent Financial Advisers. Our team of Financial Planners support individuals, families and business owners, helping them feel more secure and in control of their financial future. Our Edinburgh office joined Wren Sterling in November 2026 following the acquisition of Melville Independent plc.

    We provide Financial Planning services to clients across Edinburgh and the surrounding area. You can choose to meet your local Financial Adviser to discuss your Financial Planning in person, or speak with them by phone or online.

    Whether you need help with retirement planning, selling a business or minimising Inheritance Tax, our local Financial Advisers take the time to understand your goals and circumstances, working with you to bring clarity and structure to your finances:

    • A couple share a laugh while making notes on their financial planning
      Investing Advice

      Investment planning

      Make your money work harder, whether you’re new to investing or want to review your portfolio.

      Investment Advice
    • A couple sit discussing their financial planning over coffee.
      Retirement Advice

      Pension and retirement planning

      Make the most of your pension savings for the retirement you deserve.

      Retirement Planning
    • A Grandmother and her granddaughter play together in a garden.
      Estate Planning

      Take control of your future

      Plan ahead with a Financial Adviser who can make the complex simple. Prepare your legacy and plan ahead for Inheritance Tax.

      Estate Planning
    • Workplace Advice

      Financial Advice for Business Owners

      Wren Sterling offers financial planning for businesses and individuals all under one roof.

      Financial Advice for Business Owners
    • Mortgage Advice

      Mortgage Advice

      Ask a Mortgage Adviser to help you find the right mortgage for your circumstances.

      Mortgage advice from Wren Sterling
    Talk to a Financial Adviser now on 0131 260 2760 or

    What our clients say

    Meet the Edinburgh team

    • Matthew Irvine

      Matthew Irvine

      Chartered Financial Planner
      Matthew is a Chartered Financial Planner actively involved in helping individual clients achieve their financial goals, providing tailored advice to…Read more
    • Alex Bruce

      Alex Bruce

      Chartered Financial Planner
      Alex is a Chartered Financial Planner with over 10 years' experience in financial services. Alex provides financial planning solutions to private…Read more

    Financial Planning FAQ

    • What is Independent Financial Advice?

      What is Independent Financial Advice?

      Independent Financial Advice considers products and solutions from the whole of the market, rather than being limited to a single provider or a restricted panel. This means an Independent Financial Adviser (IFA) can offer unbiased, personalised recommendations based on what is most suitable for your goals and financial circumstances, drawing on a wide range of pensions, investments, protection products and broader financial planning services.

    • What does a Financial Planner help with?

      What does a Financial Planner help with?

      A Financial Planner helps you understand your financial position, identify your goals and build a plan to achieve them. This may include investing, pensions, protection, later life planning or reducing Inheritance Tax. A Financial Planner will look holistically at your financial situation so you can make confident decisions to help stay on track as life changes.

    • When should I speak to a Financial Planner?

      When should I speak to a Financial Planner?

      You can benefit from financial advice at any stage – whether you’re starting to build wealth, preparing for retirement or navigating a major life event. A Financial Planner can help you understand your options and the long term impact of your decisions.

    This information does not constitute personal advice and does not take into account your individual circumstances. You should seek regulated financial advice before making any financial decisions.

    The value of your investments can go down as well as up, so you could get back less than you invested. Pensions are long‑term investments. You cannot normally access your pension before age 55, rising to 57 in 2028.

    Your home may be repossessed if you do not keep up repayments on your mortgage. Unlike most other mortgage advice, advice on buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).

    Tax treatment depends on your individual circumstances and may be subject to change.

    By submitting an enquiry form you voluntarily choose to provide personal details to us via this website. Your personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to receive contact from us. For more information please visit our Privacy Policy.