Welcome to

Macbeth Currie Financial Services Ltd

About us

Who we are

We are an Independent Financial Advisory business based in Dunfermline that provides honest and expert financial advice, covering pensions, investments, protection and mortgages. We enable our clients to maximise their financial futures through tailored financial planning. Being ‘independent’ means we have no links or ties to any one product provider and can access products from across the whole marketplace. This means we can choose the financial products best suited to you.

Our qualified advisers have over 50 years experience within the Financial Services Industry and we are committed to providing easy-to-understand, jargon-free help and advice. Whatever the area of expertise required, you will always be informed in advance of any costs involved and will have the peace of mind of knowing our advice is truly independent. In addition, we fully embrace the FCA guidelines on Treating Customers Fairly (TCF).

We advise a wide range of individuals, all with different circumstances and needs, and our philosophy is to work with our clients in meeting their objectives.

Our process

What we do

Analyse

A thorough analysis of your financial situation allows us to understand how we can best achieve your goals.

Implement

Sit back and relax whilst we take care of arranging and implementing your plan with product providers on your behalf.

Review

The financial world is constantly changing, as may your needs and goals. Regular reviews ensure that your financial plan stays on track.

What our clients say

"I have had nothing but positive experiences with Jill at Macbeth Currie and would recommend the company to anyone looking for a mortgage advisor or any other financial advice. The service was extremely helpful and always friendly, which was especially appreciated by me as it was my first time trying to get on the property ladder”

“At the beginning of spring this year I engaged Jill Fitzgerald of Macbeth Currie as I was in need of some specialist re-mortgaging advice. She documented my requirements in great detail and duly found a lender appropriate to my needs. I couldn’t recommend her more highly, at every stage she led me through the process and I am delighted with the final outcome”

"We cannot thank Jill enough for the kind and courteous way in which she worked with us throughout our latest mortgage review. Her approach isn’t only utterly professional but she actually made us feel like we were being looked after by a friend. As a result, the whole process was painless , something we are beyond grateful for. Fast, efficient, prompt, incredibly approachable, nothing was too much trouble."

"Jill is an exceptional Mortgage Adviser, both equally knowledgable and personable. She helped me secure my first mortgage, navigating some tricky points and has since renewed my mortgage twice. On every occasion, Jill has offered superb advice and has been able to answer all my questions filling me with confidence."

"Brilliant service - Jill was amazing throughout the whole process making it informative, friendly and stress free. I would highly recommend her."

Macbeth Currie Financial Services Ltd

Pensions

Investments

Protection

Mortgages

Who we are

What we do

Analyse

Implement

Review

Get in touch today