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

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  • Advanta Wealth

    Anstruther

    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.

    475
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Ian Towers at Continuum Financial Services

    Prestonpans

    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.

    51
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Rowanbank Financial Consultants Limited

    Edinburgh

    Based 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.

    44
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    D
    Initial consultation free
    FCA verified
    Independent
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  • Hamilton

    Haddington

    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
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Advanta Wealth

    Edinburgh

    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.

    475
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Charles Crookshank - Continuum Financial Services LLP

    Edinburgh

    Your Financial Future Made Real. I advise on investments & Inheritance Tax planning and pensions. Family and business protection plans. I do NOT offer advice on transfers of Final Salary pension schemes.

    134
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Prism Financial Advice Ltd

    Kelso

    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

    2346
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +12
    Initial consultation free
    FCA verified
    Independent
  • David Macfarlane at True Potential Wealth Management

    Edinburgh

    Experienced Financial Planner who values the importance of integrity, service and communication, and explains financial matters in a clear, easy to understand manner.

    230
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    D
    Initial consultation free
    FCA verified
    Restricted
  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Dalkeith

    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

    217
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    D
    +2
    Initial consultation free
    FCA verified
    Restricted
  • Thomas James Williams - Forth Capital

    Edinburgh

    Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.

    74
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial 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.