Erin Rose Financial
18-22 Melville St, Edinburgh, EH3 7NS Directionshttps://www.yell.com/biz/erin-rose-financial-edinburgh-9775262/#view=map
Our location
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