erinmason

Erin Mason

At Erin Rose Financial we provide personalised financial planning advice to individuals and businesses. Our approach is based on building long-term, trusted relationships through holistic financial planning. 

About

We all approach money differently, all with various levels of knowledge and understanding. Each of us whether for our family, business, or self, has unique needs and life goals for our financial planning journey and what we want. 

As an Edinburgh Financial Adviser, I am here to listen to you, find out what matters to you and your personal journey and to help you take control with confidence of what is important. Together we will create the best long-term financial plan for your future and those you care about whether your financial management priorities are:

• Planning for your retirement

• Financial advice and planning for divorce

• Arrange comprehensive protection for you and your loved ones

• Grow and preserve your assets

• Manage your cash and borrowings

• Plan in a tax-efficient manner

• Implement protection for your business

As a female Financial Adviser, a mother, and an ambassador for Insuring Women’s Futures, I am passionate about helping other women by giving them tailored female financial planning tools. 

These are based on their specific circumstances and values such as financial advice and planning for women in divorce. I support this with timely clear advice and a professional and friendly approach.

If you would like to find out more about the ways we can work together to help you achieve the financial freedom you deserve, get in touch for an initial consultation – without obligation.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.
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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 11/08/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.