0131 268 0823
Based in Edinburgh
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2022
4.8 out of 5
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FCA Regulated
Angus and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Angus and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Angus has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Angus has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 September 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
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Angus has not yet added their qualifications to their profile
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Checks carried out by VouchedFor
FCA Regulated
Angus and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 February 2025
Angus and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Angus has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Angus has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 September 2023
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Angus has not yet added their qualifications to their profile
Qualifications not yet added
Angus has not yet added their qualifications to their profile
Transparent Fees
Angus has not yet added their fees to their profile
Fees not yet added
Angus has not yet added their fees to their profile
Hi, I’m Angus! I’m a Director and Financial Planner at Transform. I have been working in financial services since the late 1990s, and co-founded Bridge Investments (now Transform!) in 2009. I am a Registered Life Planner, one of around 100 in the UK. Not only this, I’m also a Certified Financial Coach. I specialise in: - Working with those who are “lost” in their financial situation - Guiding clients through traumatic financial situations, such as loss or divorce - Helping you enter a new chapter of your life with clarity and confidence. Who are Transform? At Transform, we help people find financial confidence so they can live life to the full. - Transform your life - We work with people who are: - Aspiring to retire - Stepping into retirement - Inheriting money - Going through major life events. - Don’t just take our word for it - For our clients, three of the biggest benefits of working with us are: - “Confidence and trust” - “Peace of mind for financial security” - “Support and assistance in meeting financial goals”. 99% of clients believe that working with us has helped or will help them achieve their financial goals. We’ll be by your side through it all. Good things start with a conversation. Let’s chat about what we can do for you.
Offers available through VouchedFor
Contact Angus through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
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.