About bold-lane
We are a team of financial professionals dedicated to helping people across Edinburgh achieve financial confidence and long-term security.
Our Story
bold-lane began in 2014 when our founder, after years working in traditional financial institutions, recognized a fundamental gap in how financial services were being delivered to everyday people.
Too many individuals and small businesses were either underserved or overwhelmed by complex products they did not fully understand. Financial advice felt transactional rather than relational, focused on selling rather than genuinely helping.
We set out to build something different: a consultancy that prioritizes education, transparency, and long-term relationships over quick transactions and commission-driven recommendations.
What started as a one-person operation in a small office on Rose Street has grown into a trusted team serving hundreds of clients across Edinburgh and Scotland. Our growth has been intentional and measured, ensuring we never sacrifice the personal attention and quality that defines our work.
Our Mission
We exist to empower individuals and businesses with the knowledge, tools, and guidance needed to make confident financial decisions that align with their values and goals.
Financial wellbeing is not just about numbers on a balance sheet. It is about security, freedom, and the ability to live life on your own terms. Whether that means retiring comfortably, starting a business, supporting family, or simply sleeping better at night knowing you have a plan, we are here to help you get there.
What Drives Us
Integrity
We provide honest advice even when it is not the most profitable for us. Your trust is more valuable than any commission.
Personalization
Every client receives a tailored approach. We never apply cookie-cutter solutions to unique financial situations.
Education
We believe informed clients make better decisions. Teaching you about your finances is as important as managing them.
Accountability
We measure our success by your outcomes. Regular reviews and transparent reporting keep us aligned with your goals.
Long-Term Thinking
Quick fixes rarely lead to lasting results. We focus on sustainable strategies that serve you for decades, not just months.
Community
As an Edinburgh-based business, we are committed to supporting our local community and contributing to its prosperity.
Meet Our Team
Our advisors bring diverse expertise and shared commitment to your financial success.
Sarah McIntyre
Founder & Lead Advisor
With over 20 years in financial services, Sarah established bold-lane to provide client-focused advice free from institutional pressure. She specializes in retirement planning and wealth preservation.
David Chen
Investment Strategist
David brings analytical rigor and market expertise to our investment guidance. He works closely with clients building diversified portfolios and navigating market volatility.
Emma Robertson
Business Finance Advisor
Emma specializes in supporting small businesses and entrepreneurs. Her background in both accounting and strategic planning helps business owners make confident financial decisions.
Michael Fraser
Tax Planning Specialist
Michael helps clients navigate complex UK tax regulations and structure their finances for maximum efficiency. His attention to detail ensures nothing is overlooked.
Our Journey
Founded
bold-lane established in Edinburgh with a mission to provide transparent, client-focused financial guidance.
Team Expansion
Brought on two additional advisors to meet growing demand and expand service offerings.
New Office
Moved to larger premises on George Street to better serve our expanding client base.
Digital Transformation
Enhanced remote consultation capabilities, allowing us to serve clients throughout Scotland and beyond.
Milestone Reached
Surpassed £40 million in assets under guidance, reflecting the trust placed in us by hundreds of clients.
Continued Growth
Celebrated our 10th anniversary and welcomed our fourth advisor to the team.
Why Clients Choose Us
Independence
We are not tied to any financial institutions or product providers. Our recommendations are based solely on what serves your best interests, free from sales quotas or commission pressures.
Accessibility
Financial jargon creates barriers. We explain concepts clearly and ensure you understand the reasoning behind every recommendation. Your questions are always welcome.
Local Expertise
Based in Edinburgh for over a decade, we understand the local economy, property market, and unique considerations facing Scottish residents and businesses.
Comprehensive Service
Rather than focusing on a single aspect of your finances, we take a holistic view, ensuring all elements work together harmoniously toward your objectives.
Continuity
You work with the same advisor throughout your relationship with us. This continuity builds understanding and trust over time.
Proactive Communication
We reach out when market changes, regulatory updates, or life events may impact your strategy. You are never left wondering whether your plan needs adjusting.
Work with a Team That Puts You First
Discover how our approach to financial management can bring clarity and confidence to your financial future.
Get in Touch