Independent Financial Advisers in Edinburgh
We make sense of your money, giving you complete clarity on your financial future.
Financial planning can feel overly complicated and complex. We make it simple.
The world of money management can be a complicated place, especially for professionals and business owners. Headsup Wealth are money experts, here to stand between you and your next financial mistake.
Spend more time doing what you love without financial anxiety
Total financial peace of mind knowing you've got a plan
Perfectly balance planning for tomorrow while enjoying today
We can help you answer life's big money questions
Does your financial plan align with your life goals?
We can help you to plan for and enjoy the retirement you’ve always wanted. Our expertly crafted process will test, challenge and shape your life goals.
- How much do I need to be financially secure?
- How much is ‘enough?’
- How can I avoid running out of money?
- Can I afford to leave behind a legacy?
- How should my retirement savings be invested?
- Can I afford to step back from work?
Explore our financial advice and planning services
Headsup Wealth offers three core financial services that go beyond traditional financial advice. The main difference? We make money work for your life goals – no matter where you are right now.
Financial Planning
Wealth Plan
Your bespoke financial plan maps your ideal future and helps you to plan for tomorrow whilst still enjoying today.
Financial Coaching
Wealth Track
Our ongoing service to keep your Wealth Plan on track. Wealth Track is designed to help you stay focused and succeed with your plan.
Investment Advice
Smart Wealth Portfolios
The engine of your financial plan: expertly crafted investment management with a proven track record of growing wealth.
Hear from some of our clients
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We're financial advisers based in Edinburgh, serving clients across the UK
If you’re looking for a financial adviser in Edinburgh, you’re probably not just looking for advice.
You’re looking for clarity.
Our Edinburgh Office Address
5 South Charlotte Street,
Edinburgh,
EH2 4AN
Find out how we make it simple to plan your future and money
Are you an independent financial adviser?
Yes – we’re independent financial advisers based in Edinburgh and we help clients across the UK. We’re 100% independently owned and operated which means that we’ll find the right financial solutions for your specific needs without any conflicts of interest.
What does ‘chartered’ mean?
Chartered is the highest level of qualification in financial services and represents a commitment to expertise and ethics. Not all financial advisers are qualified to this level. We’re proud to be.
What’s the difference between a financial planner and a financial adviser?
The devil is in the detail. A financial adviser often focuses solely on managing your wealth. A financial planner does this too, but will also spend more time getting to know you, your goals and your aspirations.
What’s involved in your wealth planning process?
Our effortless planning process is explained here. At all times we’ll strive to make it as painless as possible for you.
What approach do you take with investment management?
Our investment philosophy is backed by decades of empirical evidence and investment theory. We recognise the undisputed efficiency of markets over time and that time in the markets always beats timing the markets. Learn more here.
Do I have to pay for an initial meeting with you?
Nope. Our first meeting is completely free of charge so you can get to know us and make sure we’re the right fit for you.