Straightforward financial planning for you and your family

We value our relationship with you, which is why we place it at the heart of everything we do. We'll be there with honest, expert financial advice at every stage in life's journey.

Macbeth Currie Financial Services

As Independent Financial Advisers, we have no links or ties to any one product provider and can access products from across the whole marketplace. This means we can choose the financial products best suited to you.


Macbeth Currie Financial Services Ltd are Independent Financial Advisers and we have no links or ties to any one product provider. We can access products from across the whole marketplace. This means we can choose the financial products best suited to you as an individual. Our objective is to give added value together with a high level of Client Service.

Our qualified advisers have over 50 years experience within the Financial Services Industry and we are committed to providing easy-to-understand, jargon-free help and advice. Whatever the area of expertise required, you will always be informed in advance of any costs involved and will have the peace of mind of knowing our advice is truly independent. In addition, we fully embrace the FCA guidelines on Treating Customers Fairly (TCF).

We advise a wide range of individuals, all with different circumstances and needs, and our philosophy is to work with our clients in meeting their objectives.


Our Services

We advise a wide range of individuals, all with different circumstances and needs, and our philosophy is to work with our clients in meeting their objectives.

  • Pensions

    Pensions

    Macbeth Currie Financial Services advises on stakeholder pension plans, personal pension plans, self invested pension plans and company pension schemes, offering a fully comprehensive service on creating a retirement plan that’s tailor-made for you.

    • Company Pensions
    • Stakeholder Pensions
    • Retirement Options
    • Pension Income Drawdown
    • Retirement Annuities
  • Mortgages

    Mortgages

    As one of the biggest financial commitments you will ever make, it is important to make sure you get the right mortgage. As Independent Financial Advisers, we can help you find the most suitable deal on your mortgage from hundreds of lenders offering thousands of products.

    • Equity release
    • Purchasing
    • Re-mortgaging
    • Buy-to-Let *
  • Investments

    Investments

    We provide practical, impartial advice on a wide range of investment strategies, including inheritance tax planning, investment management, tax and estate planning, portfolio construction, ISA’s and unit trusts.

    • Inheritance Tax Planning **
    • Investment Management
    • Tax & Estate Planning **
    • Portfolio Construction
    • ISA’s / Unit Trusts
  • Protection

    Protection

    Macbeth Currie Financial Services will ensure you have the cover you need, at the most competitive price and quality available in the market, including Life Assurance, Critical Illness, Income Protection and Healthcare.

    • Life Assurance
    • Critical Illness
    • Income Protection
    • Healthcare
Financial Advice Enquiry

Latest Financial News

Read all the latest financial news affecting you, your family and your business from our team of expert financial advisers.

Read all news  

  • Macbeth Currie Financial Services Ltd Governance

    Aug 17, 2023

    Macbeth Currie Financial Services Ltd sees Governance as the principles, rules, procedures and good ...

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  • May Day Holiday 2021

    Apr 30, 2021

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  • Christmas Holidays 2020

    Dec 24, 2020

    We would like to thank our clients for their continued support throughout this difficult year and ...

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