S
Spentwell
Human-centric financial planning for clarity and peace of mind.
5
Business
$$$
Human-centric financial planning for clarity and peace of mind.
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.
No photos available
A one-on-one session to assess your current finances, identify goals, and create a tailored plan for savings, investing, and retirement.
Expert guidance on pension tracking, consolidation, and strategies to ensure a secure and comfortable retirement.
Clear, jargon-free advice on building and managing investment portfolios aligned with your financial objectives.
Educational workshops that break down complex financial topics into simple, actionable steps for beginners and beyond.
Help in defining and planning for short-term and long-term financial goals, including family and children's futures.
Continuous advice and follow-up services to adjust plans as needed and navigate tax or pension systems.
Claim Spentwell to update business info, respond to reviews, and access analytics.
Overall rating
Collette Norval
We recently worked with Keith at Spentwell to review our finances and put a plan in place to help us achieve our financial goals. We loved the human-centric approach at Spentwell with Keith really taking the time to get to know us, our relationship with money, our spending habits and our goals for our financial future and the goals we have for our children. Keith always explained things clearly and outlined everything in detail from the outset. We feel much more confident in our savings and investing journey going forward and wouldn’t hesitate to recommend Spentwell to anyone looking to gain more clarity and peace of mind around their finances.
Mark Campbell
We had a fantastic experience working with Keith at Spentwell. I have put off getting financial advice for too long as every time I looked around I found it hard to relate to the marketing as many websites seemed to have an overly corporate image and appeared too stuffy and complicated. A chance meeting with Keith caused me to realise Spentwell was not like this at all! Keith's approach was very straightforward, cutting through all the jargon. He was keen to understand our goals, took time to research our best options and gave us a very clear plan to put everything into practice. All of this was done in a very friendly and respectful manner. I would highly recommend Spentwell if you're looking for financial advice.
Sigurd Watt
Keith is a real professional, he gave me some fantastic advice on financial planning and resources which I could access in order to learn more about this topic. He is very generous with his time/knowledge and genuinely wants the best for his clients. If you have any questions / are looking for help planning your financial future then do not hesitate to give Spentwell a call. Thanks very much !
David Wilcock
I would highly recommend the Spentwell Masterclass to anyone who is concerned about their retirement, wants to put a plan in place but doesn't know where to start. It is a subject that I had little knowledge about but Keith really cuts through the jargon and breaks it all down into its simple parts. I just wish I had signed up sooner. If you're thinking about it DON'T PUT IT OFF, this is really important stuff!!
Carol P
Having had markedly mediocre experiences with financial advisors in the past I sought Keith’s help for a review of my finances. Initially i was attracted to Spentwell by the promise of a jargon-free approach. The initial getting to-know-you session was enjoyable and enlightening, we agreed a one-off review was required. Keith then helped me to track down a mislaid pension, consolidate accounts, plan for retirement and navigate the Australian pension/tax system. I can’t quite express my relief for having gone through this process, and the reassurance that comes from having a solid plan. I felt listened to and understood, Keith was professional, quick to follow things up and tenacious in tracking things through. I have no hesitation in recomending Spentwell services to others, and indeed i already have.
