Erin Rose Financial - Edinburgh

Peter E.

Erin is a great FA. When I came to her, I had very vague ideas around how to manage finances and investments, and she very quickly made recommendations that suited me well. She is very responsive and quick to help when circumstances change. Would have no hesitation recommending Erin to anyone. Thanks Erin!

Katriona H.

Erin is friendly and approachable and really helpful in communicating my various financial options. She is good at explaining various financial strategies to those who don't speak finance very well and I'd recommend her without a doubt. I feel confident taking her advise and am very happy to be working with Erin, and envisage this being a long term partnership.

Eilidh M.

Astute, proactive and sensitive to my preferences, Erin has given me control and clarity over my finances. I initially worked with her on my pension and she now supports me in a couple of additional areas as well.
Her ability to connect my financial goals with her knowledge of the financial world and make simple to understand, simple to implement recommendations is a great support.
A pleasure to work with - I highly recommend.

Lauren L.

Erin is extremely knowledgable in her field and is a great source of information - especially for new clients. I feel I’ve been given good quality advice which has been tailored to my current circumstances/lifestyle.

The pros and cons of each piece of advice were explained clearly and I left feeling confident in making decisions for my financial future.

If anyone is thinking about exploring wealth management/financial planning I would absolutely recommend Erin.

Maya M.

Erin provided a clear and professional service. She spent time exploring my background, my future plans and providing personalised financial planning advice.

I received an excellent service and felt I was being lead by an experienced and knowledgeable advisor.

I would certainly recommend speaking with her when considering your financial health and planning.

matt M.

This is the second time working along side Erin. She has gave me financial advice both when buying my house and to keep me right for saving for my future. She is professional, caring and gets to knows her clients well both on a professional and personal level to give them the best experience with working with her! I would highly recommend her to anyone needing help 🙂

Moira A.

Erin met with me at home and explained several options. I then met her in the office where she explained to me in detail how she would manage my investment in language I understood. She put me at ease and I would highly recommend her to friends and family.

Arden R.

If you're looking for fantastic personalized financial advice, I highly recommend working with Erin. She is super knowledgable and helpful.