Our Finance & Investments Team is here to make sure you are making the most of your money and assets.
Whether it is a buy-to-let mortgage, or understanding the tax and inheritance implications of your property purchase, we have the experience and expertise to help.
Unlike some financial planners our advice is 100% independent. This means you can be assured that we will tailor a plan that suits your needs.
At Morton Fraser we can combine our property market and investment knowledge, providing advice on a whole range of legal matters that may affect your investment decisions.
We're so much more than a financial planner. With the support behind you of one of Scotland’s leading law firms, you know your finances are in the right hands.
We can help with:
Morton Fraser is authorised and regulated by the Financial Services Authority.
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
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T: 0131 247 1054