Business Details
24 Years
experience
Expert Financial Advisers in Dunfermline, Fife
Established in 2002, we have provided tailored financial and mortgage advice across Fife, Edinburgh, and Central Scotland for over two decades. Our director, George Gibson, brings extensive industry expertise since 1997, holding qualifications including DipFa and FPC 1-3, alongside specialist training in inheritance tax planning and retirement solutions. Regulated by the Financial Conduct Authority, we prioritise impartial advice, offering flexible consultation options via phone, online, or in-person visits. Our services span investments, pensions, life insurance, and mortgage solutions, with a commitment to transparent fee structures and client-centric service. We specialise in long-term financial planning, ensuring clients receive solutions aligned with both immediate and future needs through comprehensive analysis and ongoing support.
Services
Financial Planning
Mortgage Advice
Pension Planning
IHT/Estate Planning
Life Insurance
Investment Management
Retirement Planning
Protection Services
Savings Plans
Tax-Efficient Solutions
Served areas
- Dunfermline, Kirkcaldy, Cowdenbeath, Lochgelly, Glenrothes, Leven, Kinross, Fife, Edinburgh, Lothian
Details
- Year established: 2002
Highlights and features
- 20+ years of financial advisory experience since 1997
- FCA-regulated impartial mortgage and investment advice
- Specialist qualifications including DipFa and FPC 1-3
- Free initial financial review with no obligation
- Flexible consultation options: home visits, office, or online
Associations and certifications
- Financial Conduct Authority
People
George Gibson
Director and Financial Adviser
Qualified financial adviser with 25+ years' experience since 1997, holding DipFa and FPC 1-3 qualifications. Specialises in inheritance tax planning and retirement solutions, providing FCA-regulated advice across Scotland.
Questions
What areas do you cover for financial advice?
We provide services throughout Fife, Edinburgh, Central Scotland, and across the UK via phone or online consultations.
Are your initial consultations free?
Yes, we offer a free initial financial review with no obligation to proceed with our services.
What qualifications do your advisers hold?
Our director holds DipFa, FPC 1-3, and Cemap qualifications, with specialist training in inheritance tax planning.
How are mortgage advice fees structured?
Mortgage advice fees range from £0–499 depending on individual circumstances and service requirements.
Are you regulated by the FCA?
Yes, we operate under Kingdom Investment Management Ltd, which is authorised and regulated by the Financial Conduct Authority (FSA Number: 587620).