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Crandles and Co Ltd is situated in the 400-year-old Old Coates House in the heart of Edinburgh. Old Coates House is situated on the grounds of St Mary’s Episcopal Cathedral. This house is held in great historical esteem and dates back to the 17th Century.
With 16 years of experience in a financial advice firm, myself and the team offer professional financial planning solutions to individuals and families across Scotland. We pride ourselves on tailoring solutions to meet the specific needs of our clients. Rather than a ‘one size fits all’ approach to investment planning we listen and have a caring, meticulous to financial advice. This process allows for generational planning and we have a strong client retention from one generation to the next.
The company mission statement is to work ‘for our clients, with our clients and with no restriction’. We will research solutions across the ‘Whole of Market’ for our clients. We also offer advice at a competitive, transparent cost to our clients from initial work to our ongoing service propositions. These costs and services ensure our clients are treated fairly and reflect up-to-date financial planning services.
We offer advice with market-leading technology at the core of the financial planning process. This means our team are ready to support you online, on the phone and face to face. We understand the importance of solving problems quickly, answering calls and getting back to our clients with reassurance. This service is key to confidence in the financial advice process.
Our clients are the heartbeat of our company and as a staff, we strive to provide the best service. We look forward to working with you.
