Our Services
Investment Planning
Personalised investment advice designed to help you achieve your long-term financial goals, with recommendations from across the whole market.
Retirement Planning
Comprehensive pension advice and retirement planning to help you achieve the lifestyle you've worked hard for.
Mortgage & Protection
Expert mortgage advice and comprehensive protection planning to help protect your family and support your journey to owning your dream home.
Estate Planning
Strategic inheritance tax planning and estate management to help preserve your wealth for future generations.
Note: The Financial Conduct Authority (FCA) does not regulate Inheritance Tax Planning or Trust AdviceBusiness Protection
Specialist advice for business owners on key person cover, shareholder protection, and succession planning.
Education Planning
Forward-thinking strategies to help fund your children's education, from school fees to university costs.
About Evergreen Financial Advice Ltd
Based in the heart of Scotland, Evergreen Financial Advice Ltd combines traditional Scottish values of integrity, trust and prudence with modern financial expertise. As an independent financial advisory firm, we have access to the whole of the market, enabling us to recommend solutions tailored to your individual goals and circumstances.
Our team of qualified advisers brings decades of combined experience in financial planning, with deep knowledge of both UK-wide and Scotland-specific financial products and regulations. We pride ourselves on building long-term relationships with our clients, supporting them through every stage of their financial journey.
Whether you're a first-time buyer looking for mortgage advice, a business owner planning for succession, or approaching retirement, we provide clear, honest guidance to help you work towards your financial goals.
Our Qualifications & Memberships
- FCA Authorised & Regulated
- Statement of Professional Standing
- Professional Indemnity Insurance
- LIBF Diploma of Financial Advisers
- BA Hons in Financial Services
- Post Graduate Diploma in Financial Services
Get In Touch
Contact Information
Email: enquiries@evergreenfinancialadvice.co.uk
Office Hours:
Monday - Friday: 9:00 AM - 5:30 PM
Saturday: 10:00 AM - 2:00 PM
Evening appointments available by arrangement
Why Choose Us?
✓ Independent & impartial advice
✓ Whole of market access
✓ No upfront fees consultation
✓ Local knowledge, national expertise
✓ FCA regulated for your protection