Welcome to Rutland Investment Managers

Are you looking for financial advice in West Lothian? If so, look no further than Rutland Investment Managers. We are a long established financial consultancy firm with over 20 years' experience in advising and assisting with the complex area of financial and retirement planning.

Financial Advice in West Lothian

We are ideally placed in Livingston, the heart of West Lothian and have welcomed clients from all over the central belt. We provide simply solutions to complex financial problems. Why not let one of our experienced Financial Advisers help you?

We can help with any of the following:

- Retirement Planning
- Pensions in Divorce
- Annuity Purchase
- Tax Free Savings
- Inheritance Tax Planning
- Life and Critical Illness Cover

Over the last 20 years we have been able to help many families in West Lothian secure their financial future. We are committed to providing a friendly local based service to our clients.

Treating Customers Fairly

Rutland Investment Managers believe in Treating Customers Fairly and pride ourselves in maintaining long term relationships with our clients. Our success in this area has been built on high quality and efficient service at a competitive price.

Our commitment to you is that we will create a personalised plan that will suit your needs. In order to achieve this we shall discuss your current circumstances in full and create a financial plan that best suits your individual circumstances. We will make the process as simple as possible for you, dealing where possible with all relevant parties and completing as much of the paperwork for you as possible.

Call now for a FREE Financial Consultation

The first stage in the financial advice process is to meet with an advisor for a financial review. This will be carried out at a time and place to suit yourself, whether this is at our office in Livingston or Edinburgh, at your home or office. We will review your finances free of charge, and proceed to make relevant recommendations tailored to your circumstances. You will have no obligation to proceed with our recommendations.