About Dalbeath Financial Planning Ltd
Based near Edinburgh, but advising clients across the UK, Dalbeath Financial Planning is a fully regulated, independent local firm offering low cost, high quality financial advice.
We cover pensions (including final salary pension transfers), investments, mortgages, life insurance, and estate planning.
IFAs Wendy Cochran and Matt Harris have decades of experience in financial services. We will take the time to understand your situation fully in a free face-to-face review, before carrying out in-depth research and making recommendations.
We are available to our clients at all times of day or weekend, and pride ourselves on offering a low-cost and professional service.
Check out our reviews page at www.dalbeath.co.uk/reviews, and please give us a call to see how we can help.
Experience & Qualifications
Both Matt Harris and Wendy Cochran have years of experience in mortgage and protection advice, and both hold specialist qualifications in these areas.
We are fully regulated by the FCA, number 603653, and covered by the Financial Services Compensation Scheme.
“My husband and I sourced Dalbeath Financial Planning on the internet to assist us with the buying our new property. Our house was up for sale when we found a house we wished to buy and were stumped as to how to progress. As they were local, Matt instantly offered to come to our house to chat and advise on they easiest way forward. He found us the best mortgage available for our circumstances and recommended a solicitor’s company who were very reasonable and helpful. Matt had a very pleasant, confident manner with no “hard sell” and we had no worries about asking any questions relating to the buy. We will be using his services in the future and will be recommending this company to our family and friends.”
- Karen and Robert Thomson
Wendy has been a real pleasure to deal with, very friendly and professional. The advice Wendy has provided has been outstanding and invaluable towards my decision making process with my young property portfolio. Any questions, even the ones I think might be silly, are always answered and explained in a manner which makes it very easy to understand. Highly recommended and a pleasure to deal with. I personally wouldn’t look anywhere else.
- Kevin Miller