Welcome

Our clients are at the heart of our business and for that reason we make it our business to understand their needs. At CTFS Limited, we are passionate about what we do and how we can share our knowledge and experience to ensure that our clients' financial affairs are cared for.

Based in the centre of Edinburgh we are a leading firm of independent financial advisers providing complete financial solutions to meet the current and future needs of each of our clients

There is rarely a single answer to financial planning and often the most robust solution will involve a combination of strategies. We seek to simplify our clients' financial affairs and bring clarity to an increasingly opaque financial landscape.

Professionalism and the highest standards of technical qualification should not detract from a truly personal service and we take time to get to know each of our clients to afford us a greater understanding of their aspirations. Putting our clients interests first and ensuring that we provide a high level of service is paramount.

In partnership with Chiene + Tait Chartered Accountants, we are able to offer a complete financial advisory service and by taking a holistic view of our clients' financial position, we can deliver the most effective approach to help meet any of your financial goals.