Who we are

Macbeth Currie Financial Services prides itself on maintaining its core values as it continues to serve the local community. Our objective is to give added value together with a high level of Client Service.

Who we are

Our history

The history of Macbeth Currie can be traced all the way back to its roots in Fife in 1885. Throughout this long and successful history, Macbeth Currie has proudly served local communities within Fife and the surrounding areas to become a respected and trusted name.

The Financial Services arm of Macbeth Currie separated from the legal, lettings and estate agency section of the business in 2018, to form Macbeth Currie Financial Services Ltd. Ties to the local area remain at the heart of our ethos, giving Macbeth Currie Financial Services a great sense of pride as we continue to deliver an exceptional service in line with the Macbeth Currie name from our offices here in Dunfermline.

Who we are

Our values

Commitment to Clients

We are committed to delivering the highest level of client satisfaction by going above and beyond to exceed our client’s expectations to deliver an impeccable service.

Quality

We pride ourselves in the quality of our work, and you can rest assured that our recommendations have been produced by a team with extensive knowledge and experience that is focused on delivering the best advice for you to accomplish your goals.

Integrity

We take pride in the honesty and transparency of our offering. That’s why you will never incur any hidden charges or fees for any of our services.

Who we are

Our reach

The main areas that we proudly serve include Perthshire, Stirlingshire, Kinross-shire, Fife, Clackmannanshire, East Lothian, West Lothian, Midlothian and Dunbartonshire. If you live further afield and would still like to benefit from our services and expertise, then please get in touch to hear about our fully remote client servicing options.

Our Pension and Investment adviser is able to service clients throughout the whole of Scotland, and our Mortgage and Protection adviser proudly caters for clients across the whole of the UK.

Map showing the regions of Scotland