Who we are,
what we do
“Dealing with whole team is a pleasure. Excellent service and I feel we are in very safe hands.”
“Until we get to know you, we havenʼt earned the right to talk about your money. As the saying goes, the best way to predict the future is to create it.”
McHardy Private Wealth is an Edinburgh-based firm of Chartered Financial Planners and Independent Financial Planners.
Financial Clarity and Long-Term Financial Planning
We work best with entrepreneurs, business owners (often family-owned firms), self-employed people, senior executives, members of the professions and retired people with capital. We aim to bring clarity to clients financial affairs by creating long-term plans for savings, tax and investments, adjusting existing arrangements and recommending new ones to achieve business, personal and family lifestyle objectives.
Most people have only the vaguest idea of what their financial future looks like. Our lifetime financial planning service helps to remove the guesswork. Using our experience and the latest financial software, we can give you a clear insight into your financial future – and if you donʼt like what you see, you can step back into the present and do something about it, now.
Knowledge, Vision and Financial Advice
Only when weʼve agreed your strategy do we recommend financial products (if indeed products are required) to implement it. As Independent Financial Planners we are qualified and regulated to advise on the entire market range of investments and savings vehicles – a breadth of vision which carries clear advantages when it comes to building your wealth and making your money work harder for you.
We aim to become long-term partners with our clients. The trusted source of advice.
Real financial planning is not intended to be a one-off exercise. Similarly to going to the gym, it only works as a continuous process. Things change. That’s why we offer a recurring service – to ensure your plans remain on track.
Contact us today to find out more about how we can help you plan for your financial future. Call us on 0131 226 2012, visit our offices in 41 Charlotte Square, Edinburgh EH2 4HQ, or get in touch on our Contact Us page .
The Financial Conduct Authority does not regulate tax planning and advice.
Professionalism & Trust
Both our administration and client facing staff hold relevant qualifications, including Chartered Financial Planner status from the Chartered Insurance Institute. Why choose a Chartered financial planner? | Chartered Insurance Institute (CII)
These qualifications are seen as the ʻgold standardʼ of financial planning professional qualifications.
Our financial planners can help give you financial peace of mind and let you enjoy the life you want to live now and in the future.
McHardy Private Wealth are part of the McHardy Group. Our Chartered Financial Planners have been providing independent financial planning for private and corporate clients since 1987.
Our experienced Planners strive to provide the highest level of independent financial advice and personal service. Your financial wellbeing is our priority.