Let’s get your money working for you
Welcome to Purpose Financial Planning
We are an independent financial advice firm based in Edinburgh. In short, we help get your money working for you, help you plan for the future, and answer your big questions around personal and family finance.
A warm welcome from our Director
We help with…
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Planning your retirement
Our plans will ensure that you enter retirement with financial confidence – enabling you to enjoy the things that matter most to you, free of money worries.
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Building your wealth
Whether providing expert investment advice, supporting effective budgeting, or helping to minimise your tax burden while maximising financial opportunities, our team will ensure your money works as hard as you do.
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Protecting you and your family
You are important to the people around you, and they are important to you. Insurance is peace of mind for you and your family against life’s occasional bumps in the road.
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Passing wealth down the generations
You have spent a lifetime working hard to build your personal wealth and it’s important to plan for the inevitable. By working with us, you will have the confidence that your savings and assets will be safeguarded as they pass on to the next generation.
What is financial planning?
In a sentence, it is working out how to get you and your family where you want to be. It is financial peace of mind, a roadmap through your future. One of the key aspects of financial planning is cashflow planning, which is explained in the handy video below.