About us
We are financial planners who believe that life comes first. Based in Edinburgh, we help people become free of money worries so that they can know their purpose, follow their dreams and be confident in making financial decisions.
Our story
We haven’t always been quite so financially savvy. One half of our founding duo, Shadi Kirk, made an error early on in her career that was pivotal to its trajectory – namely, listening to friends in the pub! An ill-advised financial decision caused her to eventually pursue a career in financial planning, in the hope of helping others avoid such mistakes.
For our other founder, Angus Kirk, his early career looked a lot different. Before qualifying as a financial adviser, he made a living as a sheep shearer! Angus feels he learned a lot from this – his work ethic, consistency… and how to manage early morning starts!
Our history
2010
Angus and Shadi set up Bridge Investments, having both previously worked at an American stockbroking firm. Tucked away in a spare bedroom but with plans for growth.
2017
After several years spent working from a number of different locations we relocate to our own office & shop window in Stockbridge.
2022
The team expands and after undergoing a rebrand, Bridge becomes Transform Financial Planning – new name, same great service.
2013
Jenn joins us as a Business Office Administrator. Now our Operations Director, she has been integral to our growth and development.
2019
Shadi and Angus do some life planning themselves and decide to purchase Mathiesons Butchers in Edinburgh – an exciting venture that’s been perfect for their combined skills!
The Future
We’re always committed to evolving and developing our service, so we can continue to meet our clients’ needs. Who knows what might come next!
2010
Angus and Shadi set up Bridge Investments, having both previously worked at an American stockbroking firm. Tucked away in a spare bedroom but with plans for growth.
2013
Jenn joins us as a Business Office Administrator. Now our Operations Director, she has been integral to our growth and development.
2017
After several years spent working from a number of different locations we relocate to our own office & shop window in Stockbridge.
2019
Shadi and Angus do some life planning themselves and decide to purchase Mathiesons Butchers in Edinburgh – an exciting venture that’s been perfect for their combined skills!
2022
The team expands and after undergoing a rebrand, Bridge becomes Transform Financial Planning – new name, same great service.
The Future
We’re always committed to evolving and developing our service, so we can continue to meet our clients’ needs. Who knows what might come next!
A close-knit team
We love what we do and the positive impact we can have on our clients’ lives. We always want our clients to feel comfortable chatting to us (about anything!) and for them to know exactly who they’re dealing with. Head over to our profile pages to learn more about us!
MEET YOUR TEAM
Our values
Respect
We always respect our clients’ values and the situations they are in. We build relationships built on that mutual respect.
Honesty
Great financial planning requires honesty, and we recognise that might involve some tough conversations along the way.
Growth
We believe in looking forward. We’re proactive in our approach and always finding opportunities to transform.
Fun
Life is all about the joyful moments. We help our clients find theirs, and value a great work-life balance ourselves.
Transform Financial Planning is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority no. 608975.
Registered in Scotland. Company number: SC456760. Registered address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
For your information decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries.
Production
