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

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  • Graeme Fernie - True Potential Wealth Management

    Alloa
    FCA verified
    I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
    133
    £150k+
    Can help with
    Pensions & retirement

  • Sound Wealth Planning

    Alloa
    FCA verified
    My business aims to provide clear advice that results in financial success for all our clients. We help people to feel confident in their financial decisions and enjoy life.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Libertas Financial Management

    Alloa
    FCA verified
    We are a truly Independent Financial Advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
    60
    £150k+
    Can help with
    Pensions & retirement
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  • Kirsty McAuliffe - Invest Retire Protect (M&G)

    Stirling
    FCA verified
    18
    £0+
    Can help with
    Pensions & retirement

  • Sound Wealth Planning

    Stirling
    FCA verified
    My business aims to provide clear advice that results in financial success for all our clients. We help people to feel confident in their financial decisions and enjoy life.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Umar at Money Advice & Planning

    Dollar
    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.
    11
    £50k+
    Can help with
    Pensions & retirement

  • Sound Wealth Planning

    Dollar
    FCA verified
    My business aims to provide clear advice that results in financial success for all our clients. We help people to feel confident in their financial decisions and enjoy life.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Melville Independent

    Dollar
    FCA verified
    You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
    55
    £100k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Dollar
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4376
    £0+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Larbert
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4376
    £0+
    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.