Finance & Investment

Helping you build a more secure future

Our finance and investment team is here to make sure you are making the most of your money.

Everyone, no matter what their income, can benefit from sound financial planning advice.

Whether it is a mortgage, financial planning for a rainy day or complex tax or inheritance arrangements, we have the experience and expertise to help.

Unlike some financial planners our advice is 100% independent. This means we can seamlessly tailor a plan that's right for you.

After an initial financial health check we can advise what course of action best suits your needs, but with the flexibility to change as your life changes. 

At Morton Fraser we can combine our market and investment knowledge with effective advice on a whole range of legal matters that might affect your investment decisions.

We're so much more than a financial planner. With the support behind you of one of the country's leading law firms you know your finances are in the right hands.

Services

We can help with

• mortgage advice
• life insurance
• advice on care of the elderly
• retirement planning
• financial planning for students
• pensions advice
• school and university fee planning
• stock exchange investments

Talk to us

If you think you need some advice on your financial or investment matters why not speak to the head of our team, Dorothy Kellas on 0131 247 1054. She will be able to quickly advise what your next steps should be.

What our clients say

The difference between Clare and other independent financial advisers I have dealt with is her breadth of knowledge, and the feeling you are receiving truly independent advice.

Rob Morrice