Top 10 Independent (IFAs) & Restricted Financial Advisers in Perth And Kinross

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  • Wren Sterling

    Perth
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1354
    £0+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Auchterarder
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    744
    £150k+
    Can help with
    Pensions & retirement

  • Kirsty McAuliffe - Invest Retire Protect (M&G)

    Dollar
    FCA verified
    16
    £0+
    Can help with
    Pensions & retirement
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  • Advanta Wealth

    Kinross
    FCA verified
    With 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.
    386
    £100k+
    Can help with
    Pensions & retirement

  • Clarity Independent Financial Advisers Ltd

    Kinross
    FCA verified
    Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
    187
    £0+
    Can help with
    Pensions & retirement

  • Hamilton

    Dollar
    FCA verified
    True independent advice with no minimum investment and a modern approach to helping people navigate the often complicated world of investments, pensions, tax and financial planning. We do not outsource our investment management or advice.
    20
    £0+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Auchterarder
    FCA verified
    With 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.
    386
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Perth
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11649
    £0+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Perth
    FCA verified
    With 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.
    386
    £100k+
    Can help with
    Pensions & retirement

  • Ryan Bunyan at Continuum Financial Services

    Kinross
    FCA verified
    I'm an Independent Financial Adviser based in Fife, covering Scotland. I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.
    20
    £50k+
    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.