336 Financial Management Ltd
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336 Financial Management Limited

Chartered Financial Planners

 

Welcome

We are 336 Financial Management Ltd, a bespoke financial management advisory service based in Edinburgh, the heart of Scotland’s financial services industry.

Client service is a vital part of what we do and who we are.

Our aim is to provide a personalised tax and financial plan for you based on the information you provide us with, your aims and objectives and the level of investment risk you are willing or able to take.

We believe that financial advice should not be a single transaction but it should be a relationship that requires ongoing reviews and service. That is why all our advice models come with built in ongoing advice as part of the service to you.

We will provide you with the financial direction you need and will be there for you at the moments that matter to you in your financial future.

 

 
 

 
 
“As a retired fund manager I don’t want to be managing my own investments but I want a bespoke service from my financial adviser. 336FM have a really good, up to date knowledge of investment managers and the markets. That breadth of knowledge gives me all the confidence I need to know my investments are well looked after.”
— John Wilson