Financial Planning Services in Scotland
At Transform, we offer more than just investment guidance. Our services combine technical rigour with emotional intelligence to help individuals, families, and business leaders across Scotland make better financial decisions and live more fulfilled lives. Explore our five core services below to see how we can support you. Scroll down to find out more.
Your Financial Life Isn’t One-Size-Fits-All
Why Our Services Matter
Financial advice should be designed around people—not products. That’s why we deliver services that meet you where you are and help you get to where you want to be.
The challenges we often help with:
- Uncertainty about the future: Clients who feel unsure if they’re doing enough to secure the life they want—financially or emotionally.
- Complex finances: Business owners, professionals, and families with overlapping responsibilities and no clear strategy.
- Emotional blockers: Struggles with money habits, financial anxiety, or guilt around wealth—issues that impact more than your bank balance.
- Wellbeing in the workplace: Employers who want to support their teams holistically but don’t know where to begin with financial wellbeing.
Whatever the context, we offer structured support to help you move forward with confidence.
Why Clients Choose Transform
We’re not tied to products or commission-based sales. We’re here to offer deeply personalised advice, led by your goals and grounded in clear, human language.
Our approach is:
✅ Holistic.
✅ Independent and unbiased.
✅ Rooted in financial clarity, emotional insight, and long-term perspective.
✅ Designed for real people—business owners, professionals, couples, families—navigating real life.
We asked our clients what they thought the biggest benefit of working with us was. They said…
Providing a safe pair of hands
Support and assistance in meeting my financial goals
Confidence and trust
Peace of mind for my financial security
The knowledge you have and provide me with
Having everything under one roof
0%
of our clients think that working with us has helped or will help them achieve their financial goals.
0%
of our clients said they were satisfied that we understand their needs, objectives and goals.
0%
of our clients would recommend us to their friends or family – and all said they have done so already!
Real Clients. Real Stories
Ready to Start Your Financial Journey?
You don’t need to figure this all out alone.
At Transform, we give you the clarity and confidence to make decisions that enhance your life — not complicate it.
Book a discovery consultation and take the first step to take control of your financial future.
We also help people who are...
Transform Financial Planning (FP) is a trading style of Bridge Investments Partners Ltd. Bridge Investments Partners Ltd is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register https://register.fca.org.uk/ under reference no. 608975.
Registered in Scotland. Company Number: SC456760. Registered Address: 19 Monktonhall Place, Musselburgh, Scotland, EH21 6RR.
The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. Regulations, levels and bases of taxation are subject to change. The value of your investment can go down as well as up and you may not get back the full amount you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Business Planning, Will Writing, Taxation and Trust Advice. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries. See our Website Terms of Use.
Making a Complaint
If you wish to register a complaint, please email hello@transformfp.com or write to us at Transform FP, Compliance Officer, 129-131 Comely Bank Road, Edinburgh, EH4 1BH UK, or telephone us on 0131 315 222.
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.
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