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Financial Advice in Scotland

At You and Money, the aim is to fully understand our client's needs by providing quality financial advice. Our clients are busy and look to us to ensure that their finances are working for them, today and in the future.

Here at You and Money we provide advice to individuals on all aspects of financial planning, through
a long term approach of fully understanding our clients' needs, wants and aspirations and then agreeing a solution.

Below are some of the main areas of finance we specialise in. Where necessary, you can be introduced to the services of other professionals such as Solicitors, Accountants and Stockbrokers.

Pensions

Pension advice | Edinburgh Scotland
You and Money specialise in providing advice on a wide range of pension solutions.

Investments

Investments and Savings advice | Glasgow
You and Money can provide advice on a range of investments & savings solutions.

Inheritance Tax

Inheritance Tax Planning advice
You and Money specialise in providing advice on a wide range of ISA solutions.

ISAs

Individual Savings Accounts (ISA) advice
You and Money can provide advice on a range of inheritance tax planning solutions.

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