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

I need advice on
Total assets
My postcode
First meeting is free

  • Aberdein Considine

    St andrews
    FCA verified
    Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.
    10
    £150k+
    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
    2188
    £50k+
    Can help with
    Pensions & retirement

  • Daniel Galbraith - Kilgour Wealth Management Ltd

    Loanhead
    FCA verified
    Chartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.
    30
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Canaccord Genuity Wealth Management (CGWM)

    Melrose
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    348
    £250k+
    Can help with
    Pensions & retirement

  • David Macfarlane at True Potential Wealth Management

    Edinburgh
    FCA verified
    Experienced Financial Planner who values the importance of integrity, service and communication, and explains financial matters in a clear, easy to understand manner.
    198
    £0+
    Can help with
    Pensions & retirement

  • Clarity IFA Ltd

    Haddington
    FCA verified
    We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
    < 10
    £50k+
    Can help with
    Financial planning

  • Acumen Financial Planning Limited (Scotland)

    Cupar
    FCA verified
    We provide clients with a clear vision of their financial future.
    119
    £250k+
    Can help with
    Pensions & retirement

  • Innes Wealth and Mortgages

    Cupar
    FCA verified
    Giving holistic financial advice to help you understand and grow your personal portfolio/wealth.
    89
    £50k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Edinburgh
    FCA verified
    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.
    209
    £250k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Musselburgh
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18124
    £150k+
    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.