Top 10 Independent (IFAs) & Restricted Financial Advisers in Keith
Advanta Wealth
BanffWith 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
helped614Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified IndependentStewart Lyon Limited
LossiemouthLet us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
Clients
helped158Minimum
wealth£0+Pensions & retirementACDRInitial consultation free FCA verified IndependentAmber River C&M.
LossiemouthAmber River C&M is the new name for Campbell and McConnachie Ltd. Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 35 years.
Clients
helped51Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Phil Anderson Financial Services Ltd
BanffProfessional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped1737Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentScott Newman at Continuum Financial Services LLP
ForresBased in Nairn, I am an Independent and Chartered Financial Planner with 20+ years of experience advising individuals and businesses on their financial planning needs. I have particular expertise in pensions and retirement planning.
Clients
helped12Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentAmber River C&M.
ForresAmber River C&M is the new name for Campbell and McConnachie Ltd. Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 35 years.
Clients
helped51Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
InverurieFairstone 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
helped12432Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentAcumen Financial Planning Limited (Scotland)
InverurieWe provide clients with a clear vision of their financial future.
Clients
helped174Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentAdvanta Wealth
InverurieWith 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
helped614Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified Independent- Clients
helped535Minimum
wealth£250k+Pensions & retirement+1Initial 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.