Link to the homepage.

KGL Independent Ltd

Edinburgh, Lothian
We take pride in providing a professional personal service to our personal and commercial clients.

We provide full financial planning in the following product areas.

Investments, Inheritance Tax Planning, Annuities, Income Drawdown, Equity Release, Pensions, Mortgages, Life Assurance, income protection, Critical Illness, Key Person, Directors share protection, Group Pensions, Group PHI and Group Life.

We provide meetings in the comfort of your own home or at one of our offices.

We have specialist advisers for your area of need and will gather your information then agree a plan and recommendation for your needs.

We provide Independent financial Advice from the whole market place.

We are based at Blackhall in Edinburgh.



Pricing & Opening Times
  • We can charge a fee or work from commission.
  • Opening Times:
  • 9am to 5pm
Testimonials

Jennifer Russell - 14 October 2010
For many years I have gone to a Financial Adviser in the centre of Edinburgh thinking that, given their location and appearance, they must be very good at what they do. KGL were recommended to me after I questioned the advice I was given by this up market firm.

I found Ian McKenzie highly efficient and very easy to deal with making the arduous chore of dealing with my finances almost a pleasant experience! Ian not only dealt with my re-mortgaging but also suggested other areas to review. I have saved a lot of money by Ian reviewing my finances and he periodically touches base with me which is a good reminder to keep your finances in check. Previously, the central firm I used charged me an arm and a leg and never reviewed my portfolio without my contacting them.

I would highly recommend this firm to anyone and would also encourage people not to be drawn by location and appearance when selecting a Financial Adviser. To me now the main thing is how genuine and helpful the Adviser is and I cannot fault KGL in any way, shape or form.
Jennifer Russell
Finance Manager

A Young - 08 September 2010
I recently used KGL Independent's services to facilitate some Key Person Assurances for my business and found them to be straightforward, professional and highly efficient. I would without any hesitation recommend this company to all my connections be it family, friends or business connections. 1st class!
A. Young
Managing Director
Edinburgh



J Menzies - 10 May 2010
Dear Ken
Thank you most sincerely for coming down on Thursday and attending my financial requirements. I do appreciate your professional advice. I took the bull by the horns and telephoned my solicitor and have an appointment on Wednesday 19th May. I will phone you before then as he would like an indication of my assets.

Other Information
  • FSA Reference Number:
    501810
  • Number of Advisors:
    10
  • Client Type:
    General Public and Business
  • Specialisms:
    Investments and Pensions
  • Remuneration Type:
    Various
  • Home or Workplace Visits:
    Yes
  • Additional Services:
Contact This Business

Use the buttons below to contact this business: