Erin Rose Financial

Name: Erin Rose Financial
Address: 18-22 Melville Street, Edinburgh, Scotland, EH3 7NS, GB
Telephone: 07817 847252
Price range: $$$
Rating: 5

Personalized financial planning for a secure and confident future in Edinburgh.

5(5 reviews)

financial-advisor

$$$

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About

Erin Rose Financial provides expert financial advisory services in Edinburgh, specializing in personalized wealth management and investment strategies. With a focus on clear communication and tailored advice, Erin helps clients navigate pensions, investments, and financial planning to achieve their long-term goals. Known for being approachable and knowledgeable, she offers responsive support to ensure clients feel confident and in control of their financial health.

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Location

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

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Information

18-22 Melville Street

Edinburgh, Scotland, EH3 7NS

07817 847252 partnership.sjp.co.uk/partner/erinmason

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Services

Personal Financial Planning

Tailored advice to help you manage finances, set goals, and create a clear roadmap for your financial future.

Wealth Management

Comprehensive strategies for investments, pensions, and asset growth to optimise your long-term financial health.

Retirement Planning

Expert guidance on pension options and retirement savings to secure your financial stability in later years.

Investment Advice

Personalised recommendations on investment opportunities, explaining pros and cons in simple, understandable terms.

Financial Strategy Reviews

Ongoing support and adjustments to your financial plans as your circumstances or goals change over time.

5.00 · 5 reviews

Overall rating

Peter Eakin

via Google

· 1 year ago

Erin is a great FA. When I came to her, I had very vague ideas around how to manage finances and investments, and she very quickly made recommendations that suited me well. She is very responsive and quick to help when circumstances change. Would have no hesitation recommending Erin to anyone. Thanks Erin!

Maya Mwansa

via Google

· 4 years ago

Erin provided a clear and professional service. She spent time exploring my background, my future plans and providing personalised financial planning advice. I received an excellent service and felt I was being lead by an experienced and knowledgeable advisor. I would certainly recommend speaking with her when considering your financial health and planning.

Katriona Harding

via Google

· 4 years ago

Erin is friendly and approachable and really helpful in communicating my various financial options. She is good at explaining various financial strategies to those who don't speak finance very well and I'd recommend her without a doubt. I feel confident taking her advise and am very happy to be working with Erin, and envisage this being a long term partnership.

Lauren Lynch

via Google

· 4 years ago

Erin is extremely knowledgable in her field and is a great source of information - especially for new clients. I feel I’ve been given good quality advice which has been tailored to my current circumstances/lifestyle. The pros and cons of each piece of advice were explained clearly and I left feeling confident in making decisions for my financial future. If anyone is thinking about exploring wealth management/financial planning I would absolutely recommend Erin.

Eilidh Medley

via Google

· 4 years ago

Astute, proactive and sensitive to my preferences, Erin has given me control and clarity over my finances. I initially worked with her on my pension and she now supports me in a couple of additional areas as well. Her ability to connect my financial goals with her knowledge of the financial world and make simple to understand, simple to implement recommendations is a great support. A pleasure to work with - I highly recommend.

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