top of page


Chartered Financial Planners



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.


Our services…

Wealth Management Service

We offer a range of services to meet different client's needs.


Contact us and we can discuss what service best suits you.

All our services are designed to provide you with a bespoke service to meet all your financial needs.

You can be assured of a very personalised level of service from us.

We take time to understand your current financial position and what you aim to achieve.



"My experience has been that when I was made redundant, they supported me, it could have been a minefield, but I trusted them more than I trusted myself. I felt they were actually playing for you. I have never felt that they have an agenda, which is definitely not the case with some other IFAs. "

Capital Preservation

John took a transfer from his employer’s final salary scheme in 2000. He had held…


Family Wealth Transfer

Colin ran a successful property development company. By the time he reached his…


Tax Efficient Income

Douglas used to work at a large fund management company. When…

Charitable Giving*

We are delighted to be supporting HopScotch Children’s Charity this year.

HopScotch is a Scottish charity which provides free respite breaks for children living in Scotland. Children spend a week at the charity’s respite centre Ardvullin, in the Scottish Highlands to experience a nurturing and dynamic week of holiday. They arrive from difficult home circumstances or needing respite from a range of responsibilities as young carers. HopScotch believes that good childhood memories last a lifetime, and works hard to ensure that the children who come for a respite break return home with lots of wonderful memories to build upon.

*We cannot be responsible for the content of this link to an external website

Contact Us
You | Us | Together

336 Financial Management Ltd.,
21-23 Thistle Street,  Edinburgh, EH2 1DF

 Tel: +44 (0)131 225 7521

bottom of page