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List Of All wealth management company Leads in Edinburgh

Searching for wealth management company in Edinburgh? Below are 25 businesses with the essentials - location, contact details, and customer ratings. Strategic Wealth Solutions currently holds the top rating at 5.0★, while the average across the list sits around 4.8★. Details were last refreshed 9/11/2026, so you can browse with confidence and reach out directly to the ones that fit.

25 results · last updated 9/11/2026

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CompanyAddressRatingPhoneEmailWebsiteSocial
Strategic Wealth SolutionsFinancial planner
Office 10, 109 Swanston Rd, Edinburgh EH10 7DSView on Google Maps
5.0(91)
******7**40View in Leads Searchsw******@s***.co.ukView in Leads Searchstrategicwealthsolutions.co.uk/?utm_source=google&utm_medium=organic&utm_campaign=gmb-listing
LinkedIn
MELVILLE INDEPENDENT PLCFinancial planner
10 Melville St, Edinburgh EH3 7NSView on Google Maps
5.0(19)
*****6**760View in Leads Searchin**@m*****.co.ukView in Leads Searchwww.mi-plc.co.uk/
LinkedInInstagramFacebookX (Twitter)
RW
Reddington Wealth Management Limited
5.0(8)View on Google Maps
5.0(8)
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McHardy Private WealthFinancial planner
41 Charlotte Square, Edinburgh EH2 4HQView on Google Maps
5.0(8)
******6**12View in Leads Search-www.wishartwealth.co.uk/-
Ethical Futures llpFinancial planner
9 Mansfield Pl, Edinburgh EH3 6NBView on Google Maps
5.0(6)
******76677View in Leads Searchet************@o*******.co.ukView in Leads Searchwww.ethicalfutures.co.uk/
LinkedInInstagramFacebookX (Twitter)
Scotia Wealth ManagementFinancial planner
36, 38 Salamander St, Leith, Edinburgh EH6 7HZView on Google Maps
5.0(5)
********920View in Leads Searchin**@s*******.co.ukView in Leads Searchwww.scotiawm.co.uk/-
R
Rathbones
5.0(5)View on Google Maps
5.0(5)
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WS
Walter Scott & Partners Limited
5.0(3)View on Google Maps
5.0(3)
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Seven Street WealthFinancial planner
16 Alva St, Edinburgh EH2 4QGView on Google Maps
5.0(3)
*****7*8*00View in Leads Search-www.7sw.co.uk/-
Kennox Asset ManagementInvestment service
33 Melville St, Edinburgh EH3 7JFView on Google Maps
5.0(2)
*****6***40View in Leads Search-www.kennox.co.uk/-
SH
Seven Hills Wealth Management
5.0(2)View on Google Maps
5.0(2)
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Amber River Johnston FinancialFinancial planner
49 Northumberland St, Edinburgh EH3 6JQView on Google Maps
5.0(2)
******6**40View in Leads Search-www.johnstonfinancial.co.uk/-
SW
Sterling Wealth ManagementFinancial planner
The Exchange, 152 Morrison St, Edinburgh EH3 8EEView on Google Maps
5.0(1)
*********67View in Leads Search---
UBS Wealth ManagementBank
1 St Andrew Sq, Edinburgh EH2 2BDView on Google Maps
5.0(1)
******7*923View in Leads Search-www.ubs.com/uk/en/wealthmanagement/about-us/edinburgh.html-
336 Financial ManagementFinancial planner
21-23 Thistle St, Edinburgh EH2 1DFView on Google Maps
5.0(1)
*******7*21View in Leads Searchin**@3****.co.ukView in Leads Search336fm.co.uk/
X (Twitter)
Tweed Wealth ManagementFinancial Advisor
Verdant Building, 2 Redheughs Rigg, South Gyle, Edinburgh EH12 9DQView on Google Maps
4.9(13)
*******8610View in Leads Search-tweedwealth.co.uk/
LinkedInInstagramFacebook
EWS Financial AdvisersFinancial Advisor
3, Thistle House, 21-23 Thistle St, Edinburgh EH2 1DFView on Google Maps
4.8(45)
*****6***22View in Leads Searchen*******@e*******************.co.ukView in Leads Searchwww.ewsfinancialadvisers.co.uk/
LinkedInFacebookX (Twitter)
Hamilton - Financial Advisor EdinburghFinancial Advisor
38 Dean Park Mews, Edinburgh EH4 1EDView on Google Maps
4.7(15)
********888View in Leads Searchhe***@h*****************.co.ukView in Leads Searchhamilton-financial.co.uk/
LinkedInFacebook
Hunter Wealth ManagementFinancial Advisor
40 Charlotte Square, Edinburgh EH2 4HQView on Google Maps
4.2(20)
******9*609View in Leads Searchin**@h********.co.ukView in Leads Searchwww.hunterifa.co.uk/-
Revera Asset ManagementInvestment service
8 Rutland Square, Edinburgh EH1 2ASView on Google Maps
4.0(1)
****6*6**10View in Leads Search-www.reverafunds.com/-
Charlotte Square Investment ManagersInvestment company
43 Charlotte Square, Edinburgh EH2 4HQView on Google Maps
3.5(2)
****6**7709View in Leads Searchin*********@c*********.comView in Leads Searchcsmanagers.com/
LinkedIn
Balmoral Asset Management LtdFinancial planner
18 Rutland Square, Edinburgh EH1 2BBView on Google Maps
-*******6950View in Leads Search-www.balmoralasset.com/-
AC
Aubrey Capital Management Limited
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Select Wealth ManagersFinancial Advisor
8 Albany St, Edinburgh EH1 3QBView on Google Maps
-********653View in Leads Searchco********@s***********.co.ukView in Leads Searchwww.selectwealth.co.uk/-
Aspire Wealth Management LtdFinancial Advisor
39 York Pl, Edinburgh EH1 3HPView on Google Maps
-*********00View in Leads Search60******************************@s**********.wixpress.comView in Leads Searchwww.aspireifa.co.uk/
X (Twitter)

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