Scotia Wealth Management Ltd

Scotia Wealth Management Ltd Independent Financial Advisers Independent Financial Advisers and Pension Specialists. Firm providing holistic advice in Scotland and cover the whole of the UK.

Happy 21st birthday to Euan. Another Scotia birthday party as although his birthday was during the Christmas holidays,  ...
20/01/2026

Happy 21st birthday to Euan.

Another Scotia birthday party as although his birthday was during the Christmas holidays, we still needed a party.

We have again organised a video with Lothar from Tatton Investments to discuss the current investment market. If you wou...
23/10/2025

We have again organised a video with Lothar from Tatton Investments to discuss the current investment market.

If you would like to have a discussion please get in contact.

This is "Tatton and Scotia Wealth October 2025" by Tatton Investment Management on Vimeo, the home for high quality videos and the people who love them.

Happy birthday to our not quite youngest member of our team.Happy birthday Bethany.
24/02/2025

Happy birthday to our not quite youngest member of our team.

Happy birthday Bethany.

23/01/2025

Due to the red weather warning. The staff will all be working from home on Friday 24th January 2025.

If you need support please phone your adviser on their mobile or send an email.

19/12/2024

Today was a bit of a more interesting day for our office manager and administration team.

We had some clients bring in their grandson who entertained and was entertained by all the staff in the office today.

To see Isobel and Jacquie happily on the floor playing with toddler toys. Even Selkie our Director of Enthusiasm enjoyed his visit.

Is this a new offering "the Scotia creche"!

Tonight we had a scotia party to celebrate the retirement of George Beauchamp. George has been part of the Scotia family...
30/10/2024

Tonight we had a scotia party to celebrate the retirement of George Beauchamp.

George has been part of the Scotia family for over 10 years and he has finally decided that the time is right to retire.

No doubt he will still pop in especially when we have a party.

Today we had a visit from the newest member of the scotia family. Baby Rue, the daughter of jamie cook, came into the of...
24/07/2024

Today we had a visit from the newest member of the scotia family.

Baby Rue, the daughter of jamie cook, came into the office to make sure all the staff were working hard.

Congratulations to Jamie, Neve and baby Rue.

Thank you to Portobello Rugby Club for dropping off their centenary rugby top. After many years providing support to the...
26/06/2024

Thank you to Portobello Rugby Club for dropping off their centenary rugby top.

After many years providing support to the club we became the main shirt sponsor.

Looking forward to providing support to the club for many more years to come.

We had a talk today from the Tailor Ed Foundation, who are our chosen charity for 2024. It was good to hear about all th...
09/05/2024

We had a talk today from the Tailor Ed Foundation, who are our chosen charity for 2024.

It was good to hear about all the work that they do to help children and families.

We also gave them a small cheque to start our fundraising for the year.

Please find a link to our latest investment update with the team at Tatton.
15/04/2024

Please find a link to our latest investment update with the team at Tatton.

This is "Scotia Wealth and Tatton 11 April 2024" by Tatton Investment Management on Vimeo, the home for high quality videos and the people who love them.

After 5 and a half years keeping us all under control,  Iain Robb our compliance manager has his last day in the office....
27/03/2024

After 5 and a half years keeping us all under control, Iain Robb our compliance manager has his last day in the office.

As such we had to have a Scotia party. We wish Iain all the best for his well deserved retirement.

It is that time of the year when a cheerful man in a red suit came to deliver presents at Scotia.  Who was on Santa's go...
20/12/2023

It is that time of the year when a cheerful man in a red suit came to deliver presents at Scotia.

Who was on Santa's good list?

Address

Edinburgh

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441315554920

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