Hamilton Financial is a firm of independent financial advisors and private client investment fund managers.
We provide these services honestly and transparently.

Schiehallion (“The fairy hill of the Caledonians”), Perthshire

Our Services

Investment management

Our investment strategy has been, and continues to be, a simple one. That is that we should look to identify a good spread of investment asset classes so as to provide genuine diversification.

Financial & Tax Planning

Hamilton Financial specialises in providing clients with “cradle to grave” tax and financial planning.


Making contributions to a pension plan is an incredibly tax efficient way of saving for retirement.
You can never start saving too young!

Life Assurance & Income Protection

Anyone at the beginning of their career with the responsibility for a spouse (or partner) and children will want to ensure in the event of a disaster, that their dependents are adequately protected.

Mortgages, Loans & Equity Release

At Hamilton Financial, we know the best lending brokers and happily outsource the business of finding the best mortgage/loan/equity release deals to the experts.

Tax Efficient Products

There are a number of products sold primarily for their tax efficiency. Some of them should come with a health warning.

Vive la différence

Everyone claims to be different, don’t they?

How we work with our clients

The first meeting with our prospective client is free. We listen…

What our clients say about us..

“Let me take this opportunity of saying how delighted we are with the excellent service and support we get from Hamilton Financials, not to mention the excellent investment recommendations you have made over the years”.

“I just wanted to drop you a note from Alyson and myself to say thank you to you and your team for the way you have managed our retirement funds. I’m so glad I responded to the card that you sent out a few years ago when you retired from the accountancy practice and started the investment advisory business”.

“Thanks for the investment recommendations.  I am happy to go with your recommendations – your recommendations have been excellent so far!!”

“Many thanks for all your great works and clever investments since joining up with you. Please proceed as you see fit, I have complete trust in your recommendations”.

“We really appreciate all the help from you and your colleagues in getting us set up for retirement and sorting out all our pension stuff”.

“A short note to tell you that on Christmas day, I had a wonderfully quiet time reading the Hamilton Financial News – from cover to cover. An excellent publication which I thoroughly enjoyed – I am already looking forward to the next one!”.

Hamilton Financial, whose FCA number is 485546, is the trading name of Hamilton Financial (Scotland) Limited, a company incorporated in Scotland (SC 279845) and is authorised and regulated by the Financial Conduct Authority.