Top 10 Independent (IFAs) & Restricted Financial Advisers in Brechin
Sound Wealth Planning
CarnoustieMy 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.
Clients
helped12Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedClayton Cumming - True Potential Wealth Management
CarnoustieI am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.
Clients
helped253Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedInnes Wealth and Mortgages
CarnoustieGiving holistic financial advice to help you understand and grow your personal portfolio/wealth.
Clients
helped105Minimum
wealth£50k+Pensions & retirementCInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Advanta Wealth
DundeeWith 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
helped622Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified IndependentAcumen Financial Planning Limited (Scotland)
DundeeWe provide clients with a clear vision of their financial future.
Clients
helped175Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentFairstone Group
DundeeFairstone 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.
Clients
helped12449Minimum
wealth£0+Pensions & retirementNInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
DundeeAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentAdvanta Wealth
DundeeWith 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
helped622Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified IndependentFairstone Group
DundeeFairstone 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.
Clients
helped12449Minimum
wealth£0+Pensions & retirementNInitial consultation free FCA verified IndependentCity Financial
DundeeOffices covering the Highlands and Moray. Independent advice on a range of financial planning such as Tax planning ,Investments, consolidation, building up and drawing pension benefits.
Clients
helped116Minimum
wealth£50k+Pensions & retirementRInitial 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.