Top 10 Independent (IFAs) & Restricted Financial Advisers in Berwickshire

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  • Johnston Carmichael Wealth Ltd - Aberdeen

    Cupar
    FCA verified
    Chartered Financial Planners helping our clients live life on their terms.
    44
    £250k+
    Can help with
    Pensions & retirement

  • Andrew Flockhart at True Potential Wealth Management

    Glenrothes
    FCA verified
    Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
    12
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Edinburgh
    FCA verified
    We 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
    1597
    £50k+
    Can help with
    Pensions & retirement
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  • Humboldt Financial

    Dalkeith
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4959
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Cupar
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    118
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Edinburgh
    FCA verified
    We 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
    1597
    £50k+
    Can help with
    Pensions & retirement

  • Tony Columbine True Potential Wealth Management

    Cupar
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
    608
    £50k+
    Can help with
    Pensions & retirement

  • Ian Towers at Continuum Financial Services

    Prestonpans
    FCA verified
    Our focus is making sure that you understand our recommendations and work closely with you to achieve your goals and objectives, so that you have complete peace of mind with regards to your finances.
    42
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Edinburgh
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4959
    £50k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Glenrothes
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1129
    £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.