S
Spentwell
Human-centric financial planning that cuts through the jargon, helping you achieve clarity and confidence with your money.
5(5 reviews)
$$$
Business
financial-advising
business-consultants
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.
Human-centric financial planning that cuts through the jargon, helping you achieve clarity and confidence with your money.
No photos available
Spentwell is a financial advisory service based in Edinburgh, specializing in personalized, jargon-free financial planning. We take a human-centric approach, focusing on understanding your unique relationship with money, spending habits, and long-term goals—whether for retirement, savings, investing, or family planning. With a 5-star rating from satisfied clients, we provide clear, actionable plans to help you navigate pensions, consolidate accounts, and build a secure financial future. Our services include one-off reviews, masterclasses, and ongoing support, all delivered with professionalism and respect.
Continuous advice and follow-up services to adjust plans as needed and navigate tax or pension systems.
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.
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.
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 !
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!!
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.
Claim Spentwell to update business info, respond to reviews, and access analytics.
