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 70 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).

Jim Lawson is our mortgage adviser who specialise in Equity Release and Lifetime Mortgages. Jim operates from our offices in Bonnyrigg and Dunfermline

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 financial objectives and goals.

We offer an initial consultation at no cost to you.


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 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 best 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 will ensure you have the cover you need, at the best price and quality available in the market, including Life Assurance, Critical Illness, Income Protection and Healthcare.

    • Life Assurance
    • Critical Illness
    • Income Protection
    • Healthcare
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