Heritable is a whole of market independent financial and mortgage adviser. We pride ourselves in providing truly bespoke and friendly advice for each client. We are a small family run company and we work closely with the clients to help them attain and retain wealth.
With over 40 years' experience in the business we take all the hassle out of financial planning, whether you are looking to plan for the future, or invest what you have right now, we are here to help.We have the knowledge and expertise to help you with your financial planning and mortgages. We are a trading style of Sandringham Financial Partners which provides outstanding expertise and support.
With over 40 years' experience in the business we take all the hassle out of financial planning, whether you are looking to plan for the future, or invest what you have right now, we are here to help.We have the knowledge and expertise to help you with your financial planning and mortgages. We are a trading style of Sandringham Financial Partners which provides outstanding expertise and support.
Services
Heritable was established in Edinburgh in 2002 and since then has built a strong reputation throughout Scotland and further afield. We are a whole of market company with a deep knowledge of the products that are available. Heritable was founded by Colin McCallum in 2002 in Edinburgh.
Our client list is diverse and has mainly grown through referrals both from existing clients and from our professional links, particularly accountants and solicitors.
Our client list is diverse and has mainly grown through referrals both from existing clients and from our professional links, particularly accountants and solicitors.
Whether you are moving home, remortgaging or purchasing a Buy-To-Let property we have an in-depth knowledge and understanding of the mortgage market. Our bespoke service means that we will endeavor to find you the best deals that work for your individual needs. We offer transparent and bespoke advice, taking the time and effort to ensure our clients receive the best deals that the mortgage and protection markets can offer.
At Heritable Financial Planning we believe in helping you plan your finances for now and the future - ensuring that you attain and retain wealth. We have at our disposal sophisticated financial planning software and methods. In most cases we simply model your income and expenditure together with your current asset and liability position to extrapolate forward and explore how we can help you realise your aspirations.
Colin founded Heritable in 2002. His specialist skills lie in Wealth Management and Financial Planning including Estate Planning. He founded Heritable after working for the National Bank of Australia. Whilst with the Bank he carried out a wide range of roles including Head of Strategy and Planning (Clydesdale Bank), Divisional Manager Retail and Head of Third Party Distribution (Clydesdale & Yorkshire Banks).
Initial, no obligation, Meeting to Establish Client/ Adviser Relationship and Talk Through Your lifetime and Financial Goals. In the first instance we work with you to gather detailed information about your current financial position and your future goals. Our understanding of where you want to be in years to come is essential.
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