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Financing

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:

  • Mortgage advice
  • Buy-to-let mortgage advice
  • Tax planning
  • Capital Gains Tax navigation
  • Business entities for investment management
  • Life insurance
  • Retirement planning
  • Financial planning for students
  • Pensions advice
  • Stock exchange investments

Morton Fraser is authorised and regulated by the Financial Services Authority.

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

Stay informed

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Contact us:

Sue Hunter

Sue Hunter - Partner

T: 0131 247 1054

E: sue.hunter@morton-fraser.com

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