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Welcome to Carnegie Wealth Management
We are Carnegie Wealth Management - an Estate Planning Company based in Dunfermline, Fife.
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Professional

Knowledgeable

Trustworthy

We cover all areas of Scotland including Dunfermline, Kirkcaldy, Glenrothes, Cupar, Livingstone, Stirling, Glasgow and Edinburgh. Contact us to enquire about our services.

We have specialist estate planners and support staff to ensure we are always available to answer any questions you or your family may have.

Wills

An up to date will ensures that on death, your estate goes to the beneficiaries of your choosing and therefore keeps you in control.

It also ensures the winding up procedure (known in Scotland as Confirmation) doesn’t incur additional costs and delays.

Explore Wills

Powers of Attorney

Most people are under the impression that should they lose mental or physical capacity, then their spouse or children can automatically act on their behalf, but this is not the case.

A Power of Attorney document allows you to name a family member (or members) or indeed a friend, who you trust to act for you and is an important part of your overall Estate Planning requirements.

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Trusts

Carnegie Wealth Management believe you and your family should be able to benefit from advice in this area, to then be able to make an informed decision about your estate and how you can potentially preserve your family’s future.

Trusts are an important consideration in the overall area of Estate Planning and Carnegie Wealth Management are experts in Trust planning.

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Why do our clients choose Carnegie Wealth Management?

EXPERTISE

We have over 25 years’ experience in Estate Planning

FLEXIBILITY

We offer home visits that are at a convenient time for you. We are happy to talk to all family members to ensure a complete understanding of the advice given.

ONGOING SUPPORT

We are always available going forward in case of any change in circumstances and can be contacted by phone, email, or our website contact form.

SAFE STORAGE

We understand that keeping your documents safe and protected is of high importance, so we offer secure document storage for all our clients.

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Carnegie Wealth Management covers the cost of an initial home visit.

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Protecting your family's future

Welcome to Carnegie Wealth Management