Top 10 Independent (IFAs) & Restricted Financial Advisers in Berwickshire
Scott Hanley at True Potential Wealth Management LLP
EdinburghYour financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
Clients
helped411Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedPhil Anderson Financial Services Ltd
BonnyriggProfessional 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
helped1739Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentAdvanta Wealth
St andrewsWith 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
helped615Minimum
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.M&G Wealth Advice
MusselburghWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped565Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedRowanbank Financial Consultants Limited
GlenrothesBased in Edinburgh, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options.
Clients
helped47Minimum
wealth£50k+Pensions & retirementDInitial consultation free FCA verified IndependentMichael Crommie Quilter Financial Advisers
EdinburghWith 25 years experience in UK financial services, I specialise in retirement planning through investments, pensions and protection opportunities. I use technology to ensure my clients fully understand their journey into retirement and beyond.
Clients
helped18Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentSound Wealth Planning
CuparMy 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 RestrictedPrism Financial Advice Ltd
BonnyriggWe 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
helped2646Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
PrestonpansWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5299Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentBill Eadie - Alexander House Financial Planning Ltd
EdinburghProviding experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
Clients
helped304Minimum
wealth£50k+Pensions & retirementBInitial consultation free FCA verified Restricted
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.