Purpose Financial Planning

Name: Purpose Financial Planning
Address: 5 South Charlotte Street, Edinburgh, Scotland, EH2 4AN, GB
Telephone: 0131 380 5712
Price range: $$$
Rating: 5

Trusted financial guidance for families and retirement planning in Edinburgh.

5(5 reviews)

financial-advising

$$$

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About

Purpose Financial Planning provides expert financial advice and personalized planning services for individuals and families in Edinburgh. Led by Andy Reynolds, the firm specializes in retirement planning, pension strategies, and investment management, helping clients secure their financial futures. Known for a transparent, proactive approach and deep expertise, Purpose Financial Planning builds long-term relationships based on trust and tailored solutions.

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Location

5 S Charlotte St, Edinburgh EH2 4AN, UK

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Information

5 South Charlotte Street

Edinburgh, Scotland, EH2 4AN

0131 380 5712 purposefp.co.uk/

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Services

Retirement Planning

Comprehensive strategies for early or traditional retirement, including pension analysis and income planning.

Investment Advice

Personalised investment planning and portfolio management to grow and protect your assets.

Pension Planning

Expert guidance on pension options, transfers, and optimisation for long-term financial security.

Family Financial Planning

Tailored advice for families, focusing on wealth management, education funding, and legacy planning.

Financial Review Services

Proactive assessments of your financial affairs to identify opportunities and ensure alignment with your goals.

5.00 · 5 reviews

Overall rating

Dave Waddell

via Google

· 10 months ago

My wife and I were introduced to Andy through my accountant when we needed to make some decisions on pension and investment planning. Andy was very professional while being genuinely interested in getting the best plans in place for our family. Andy is very knowledgable and transparent in communicating options and providing advice. We are new customers and take comfort in the fact we have someone we can trust looking after our family financial affairs. Andy is very attentive and proactive in communicating when actions need to be taken and as a family man himself, knows how important it is to us to plan not just for our own ends but to providing for our children as best we can. Thanks Andy, we look forward to long and prosperous relationship.

Jonathan Sher

via Google

· 11 months ago

Andy Reynolds was recommended by my solicitor - and I can now understand why. From our first interactions, it became obvious that Andy is a highly competent/knowledgeable financial advisor, a highly ethical professional - and very personable. Not a combination one finds every day!

Patrick McGinley

via Google

· 1 year ago

Both my wife and I are heading into early retirement and needed some professional financial advice. From the moment I got in touch with Andy Reynolds of Purpose Financial Planning he has put us both at ease and has provided us with exceptional advice and guidance going forward. I would highly recommend Andy and Purpose Financial Planning.

Strachan Hill

via Google

· 1 year ago

Following a recent review of my financial affairs and taking time to consider all available options, I finally engaged the services of Andy Reynolds of Purpose Financial Planning. Andy has been working closely with me and my family and I am very pleased with the sound financial advice and excellent service received to date. Would certainly recommend.

David Flint

via Google

· 2 years ago

Purpose Financial Planning have been advising me on my retirement planning for some time. Andy Reynolds has always been proactive in his approach and his advice is timely and relevant. He is someone who I trust to provide the advice which is best suited to my requirements. Retirement planning is complex (perhaps particularly for an idiosyncratic person such as myself) and I rely on Purpose Financial Planning to provide me with the necessary advice to select the most suitable options.

Spentwell is a financial consultancy based in Edinburgh, offering personalized advice to help individuals and families achieve their financial goals. With a focus on cutting through jargon and taking a human-centric approach, the team, led by Keith, works closely with clients to understand their relationship with money, spending habits, and long-term aspirations. Services include financial reviews, retirement planning, investment guidance, and masterclasses, all designed to provide clarity and confidence. Spentwell is highly rated for its straightforward, respectful, and professional service, making complex financial topics accessible and actionable.

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