Contact us
Your goals. Our guidance.
01592 331025
Office 2, Business Incubator Kirkcaldy, Myregormie Place, Mitchelston Industrial Estate, Kirkcaldy, KY1 3NA
FAQs
Straightforward answers to common questions
Do I need financial advice?
We believe that most people will benefit from getting a financial plan in place, talking through their goals and needs, and ensuring that your finances are set up correctly to support your needs, whilst navigating ever-changing tax rules and ensuring you stay the course to achieve your goals in the face of adverse market conditions. Taking financial advice gives you peace of mind, and more certainty that your goals will be realised.
How long would our first meeting be, and what should I bring?
Typically allow for an hour, and there’s no need to prepare anything specially, but it’s good to come armed with some questions for us, and it helps to have a rough idea of your current financial circumstances.
Are you an independent financial adviser?
Yes, we are not tied to any one product provider. We can also provide financial advice without advising on financial products.
Do I need to have a minimum amount of assets to become a client?
No, we have minimum fee levels in place, however we welcome clients with any size of assets, and at any stage of life.
Where are meetings held?
At our office, at your home or business, or wherever you feel most comfortable.
Do you have parking?
Yes, there is plenty free on-site parking at our offices.
Does it cost anything for our first meeting / do I need to commit to going through the process?
No, the first meeting is at our expense, and you’re not committing to anything by having a chat with us.
Do you charge VAT?
No, financial advice is not subject to VAT.
Rooted in trust. Guided by experience. Focused on you.
What our clients say
Real guidance. Real results.
We’re proud to support individuals, families, and business owners on their financial journeys. Here’s what some of our clients have shared about working with us:
My husband passed away in 2024 and I quickly learned that I needed advice about my financial future. Elliot was recommended by a family member. He was very professional and visited me several times to listen to my needs and proffer his advice without any pressure. I was given step by step guidance and information about how the plan could work for me. I'm happy to say that I agreed to Elliot's financial plan which was totally personalised to my needs. The benefits of having this plan in place is the security of knowing that my finances are working for me to have a safe future and that Elliot's service is ongoing and only a phone call or text message away. I can now have a future where I don't need to worry and I wouldn't hesitate to recommend him.
Mr G Hardy, Perthshire
I was recommended Elliot because I had a small inheritance also, being over 55 and having no clue about the value of my various pensions, I really needed some advice to put a retirement plan in place.
After looking at the information on my pensions and talking over with me what I wanted my retirement to look like Elliot came up with a proposal that made sense to me. He very patiently explained about different kinds of investment and what that would potentially like in the coming years. He also answered all my questions, no matter how trivial or stupid sounding because they are not, as he says, they're important to me. I was very happy to follow his suggestions.
I know understand my pensions more than I ever before and am reassured by Elliot being there for any queries I may have in the future.
Ms M Redpath, Fife
We are so grateful to Elliot at Longmuir Financial Planning for the advice he has offered us. We needed support to consolidate previous pensions and were keen to plan for our future in the best way possible. After meeting with us and discussing our aspirations in more detail, Elliot offered a comprehensive plan where he explained all the options clearly on how best to do this. We feel confident in his advice and secure that the investment decisions made will meet our needs and goals for the future. We would highly recommend Longmuir Financial Planning.
Mr and Mrs Campbell, Edinburgh
