Sunflower Financial Planning Ltd is a financial adviser based in Edinburgh. They offer a wide range of services to help individuals, families, business owners, trustees, and charities build, grow, protect, and preserve their wealth. They specialize in …
Sunflower Financial Planning Ltd is a financial adviser based in Edinburgh serving individuals, families, business owners, trustees and charities. They help clients build, grow, protect and preserve wealth through comprehensive planning and investment strategy. Natural referral partners are tax advisers, estate planning solicitors and accountants who need to implement financial strategies and manage compliance for shared clients. A referral to Sunflower makes sense when high-net-worth clients need holistic wealth management, when business owners are planning exits or succession, when trusts need professional oversight, or when charities require endowment management.