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Welcome to Venture Financial

FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

Featured below are the ones our clients ask for most frequently.

  • service

    Pensions

    A well prepared, regularly reviewed, pension plan should help in providing a reasonable income...

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  • service

    Financial Planning

    Professional financial planning is the process which aims to help you realise your ambitions.

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  • service

    Protection

    It is quite natural for most people to want to make sure their families (and themselves) are going t...

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  • service

    Savings and Investments

    Often, people save for a specific reason and it's usually the safest way to build up a pot of m...

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Independent Financial Advisers Located in Edinburgh, Scotland

Independent Financial Advisers Located in Edinburgh, Scotland

Welcome to Venture Financial Services

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

You are the focus of our business: You, your life, your family, your future.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

Call us today on 0131 441 2288 or email us at admin@venturefinancial.co.uk and we'll be pleased to help you.

How We Work

How We Work

Here's how we formulate the plan towards Your Goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • REVIEW THE PLAN & PROGRESS UPDATES

    If required, review dates will be agreed and can take place annually or more regularly if required or requested.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Iain

Private Client

I knew Drew previously from a company pension scheme, so when I was looking for advice on my retirement pension options, I contacted Drew at Venture. Drew explained in detail the options available to me and the pros and cons of each in a way which allowed me to fully understand the options and to make informed decisions. I can highly recommend Venture and, in particular Drew, who was extremely professional and easy to communicate with, for pension advice.

Donald

Chartered Account

I have always found Drew to be very professional and personable in his approach – seek him out for clear thought-through independent advice.

Pam

Private Client

I deal with Drew with regards to my invested pension. He supports me well, taking time to explain details and options. He answers my queries speedily and in detail. He also identified a Portfolio Manager who is working well to support the maintenance and growth of this fund. I have no hesitation in recommending him to those in similar circumstances.

Linda & Graham

Private Client

Graham and I dealt with Bruce Livingstone. He was looking into life and critical illness cover for us and went above and beyond with his service. I don't have a great family history, so Bruce had to try hard to get us a premium that suited both our budgets and our needs. We would highly recommend him to anyone!

Julie

Private Client

I dealt with Drew with regards to my Pension and he explained in detail the implications of each action. He then recommended a particular course of action taking into account my full financial picture and did so in a very clear, easy to understand and professional manner. I always felt I was in safe hands with Drew and would definitely recommend him to a friend.

Stock data

ValueMove%
FTSE 1008229.74 81.930176 arrow 1.0055435 arrow
FTSE ALL-SHARE4488.51 44.43994 arrow 0.99998736 arrow
FTSE MID 25020493.21 226.36133 arrow 1.1168989 arrow
FTSE 3504533.24 45.720215 arrow 1.0188235 arrow
WHERE WE ARE

0131 441 2288
MacKenzie Cottage
302 Colinton Road
Edinburgh, EH13 0LE


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