Scotia Wealth Management

Scotia Wealth Management provides financial planning services that address mortgage, pension, and investment needs. They offer advice to help clients understand their financial options and the associated risks.
  • Mortgage Advice
  • Estate Planning
  • Investment Advice
  • Health & Long Term Care
  • Life Insurance/Protection
  • Corporate Financial Advice
  • Pensions and Retirement Planning

Size
Small
Phone
N/A
Email
N/A
Locations
36, 38 Salamander St, EH6 7HZ
01315554920
Digital Popularity
Popularity over time
Social Media
Competitors
Origen Financial Services
Origen Financial Services is one of the UK's leading financial planning firms, providing trusted financial advice to individuals, families, and businesses for nearly 140 years.
Transform Financial Planning
Transform Financial Planning is a financial planning firm based in Edinburgh that helps individuals achieve financial confidence and live life to the fullest.
Melville Independent
Melville Independent Plc provides trustworthy independent financial advice of the highest quality, helping clients meet their financial objectives.
Independent Women
Independent Women is an independent advice firm specialising in financial planning, investment management, and personal tax advice for women.
Company Details
Scotia Wealth Management is operated by Scotia Wealth Management Ltd and is a Active company incorporated on 12 May 2004 with the registered office located in Edinburgh, City of Edinburgh. Scotia Wealth Management Ltd was registered 21 years ago.

Status
Active
Size
Micro
Directors
1
Age
21 years old
Employees
13
Turnover
Unreported
Total Assets
£450.51K
Cash in Bank
£177.85K
Total Liabilities
-£98.83K

Director • Financial Adviser • British • Lives in Scotland • Born in Aug 1968
Mr William Charles Smith
PSC • PSC • British • Lives in Scotland • Born in Aug 1968
Teams
All
5
Finance
4
Customer Service
2
Financial Specialist • Joined Mar 2019
IFA • Joined Oct 2022
Receptionist • Joined Jun 2017
Receptionist/ Trainee Financial Advisor • Joined Aug 2024
Independent Financial Advisor • Joined Mar 2023
Financial Specialist • Joined Mar 2019
IFA • Joined Oct 2022
Receptionist/ Trainee Financial Advisor • Joined Aug 2024
Independent Financial Advisor • Joined Mar 2023
Receptionist • Joined Jun 2017
Receptionist/ Trainee Financial Advisor • Joined Aug 2024