Top 10 Independent (IFAs) & Restricted Financial Advisers in East Lothian
Principal & Prosper Limited
MusselburghWe’re Independent Financial Advisors who will advise you on investments, non-investment insurance products, mortgages and much more. Our advice is independent, impartial and covers a wide range of financial services across the whole financial market.
Clients
helped66Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentQuilter Cheviot Financial Planning (Cumbria & Scotland)
DalkeithWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped236Minimum
wealth£250k+Pensions & retirementD+2Initial consultation free FCA verified RestrictedAdvanta Wealth
North berwickWith 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
helped589Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Roy Cooper Clarity IFA
TranentWe want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
Clients
helped115Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentClarity IFA Ltd
HaddingtonWe want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
Clients
helped< 10Minimum
wealth£50k+Financial planningFInitial consultation free FCA verified IndependentAcumen Financial Planning Limited (Scotland)
MusselburghWe provide clients with a clear vision of their financial future.
Clients
helped166Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentHymans Robertson Personal Wealth
North berwickGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped124Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentExecutive Wealth Services
DalkeithWe specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
Clients
helped272Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
DalkeithWe offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
Clients
helped2598Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentFlying Colours Advice
MusselburghFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18828Minimum
wealth£150k+Pensions & retirement+16Initial 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.