Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh
Ascot Lloyd
EdinburghOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped1004Minimum
wealth£150k+Pensions & retirementNCKRInitial consultation free FCA verified IndependentAcumen Financial Planning Limited (Scotland)
EdinburghWe provide clients with a clear vision of their financial future.
Clients
helped174Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentBill Eadie - Alexander House Financial Planning Ltd
EdinburghProviding experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
Clients
helped304Minimum
wealth£50k+Pensions & retirementBInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Acumen Financial Planning Limited (Scotland)
EdinburghWe provide clients with a clear vision of their financial future.
Clients
helped174Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentPersonal Money Management
CurriePMM are specialists in Retirement Planning, Pension Strategy, Estate Planning and Investment Management. We have been operating for 40 years and are signed up to The Pension Transfer Gold Standard code of ethics.
Clients
helped28Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
EdinburghWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5302Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentAdvanta Wealth
EdinburghWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped616Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentThomas James Williams - Forth Capital
EdinburghHead quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
Clients
helped79Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAdvanta Wealth
EdinburghWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped616Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped551Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent
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.