Erin Rose Financial

18-22 Melville St, Edinburgh, EH3 7NS Directions

Business overview

As an Associate Partner Practice of St. James’s Place Wealth Management based in Edinburgh, my emphasis is on building long-term relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I am passionate about helping people and enjoy helping my clients towards financial security for themselves and their families.

I am able to help you in a number of areas including;

>Retirement and pension planning

>Tax efficient investment planning

>Inheritance tax and estate planning

>Wealth planning

>Family protection and income protection

>Business protection

If you, a family member, close friend, professional associate or work colleague would like any further information please do not hesitate to contact me by phone, email or through my website www.erinmason.co.uk

Products & Services

FCA Regulated

Financial Planning

Investments

Life Insurance

Pensions

Tax Planning

Income Protection Insurance

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