Top 10 Independent (IFAs) & Restricted Financial Advisers in Lanarkshire

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  • Humboldt Financial

    Linlithgow
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5069
    £50k+
    Can help with
    Pensions & retirement

  • Campbell Financial Services Ltd

    Motherwell
    FCA verified
    Independent Financial Advice. Specialising in Investments, Pensions, Mortgages and Protection.
    56
    £50k+
    Can help with
    Pensions & retirement

  • Craig Malcolm Bush - Money Advice & Planning Ltd

    Glasgow
    FCA verified
    We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
    395
    £50k+
    Can help with
    Pensions & retirement
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  • M&G Wealth Advice

    Kirkcaldy
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    56
    £0+
    Can help with
    Pensions & retirement

  • Jamie at Forth Capital

    Falkirk
    FCA verified
    Established in 2004 and rated ‘Excellent’ by our clients on Trustpilot, Forth Capital has been providing expert financial planning and wealth management advice, and access to award-winning investment portfolios and pension solutions, for two decades.
    51
    £150k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Hamilton
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5069
    £50k+
    Can help with
    Pensions & retirement

  • Create and Prosper Financial Services Ltd

    Kirkcaldy
    FCA verified
    Create and Prosper is a firm of Chartered Financial Planners offering clients access to independent advice at a competitive cost.
    23
    £0+
    Can help with
    Pensions & retirement

  • David Macfarlane at True Potential Wealth Management

    Edinburgh
    FCA verified
    Experienced Financial Planner who values the importance of integrity, service and communication, and explains financial matters in a clear, easy to understand manner.
    143
    £0+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    400
    £250k+
    Can help with
    Pensions & retirement

  • Tim Gosmore at Quilter Financial Advisers

    Edinburgh
    FCA verified
    With over 20 years experience, my emphasis is on building and maintaining long term relationships and provide a trusted source of advice for my clients and their families.
    15
    £100k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.