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

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  • 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!
    17
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Dalkeith
    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
    2198
    £50k+
    Can help with
    Pensions & retirement

  • Watson Financial Planning

    Berwick upon tweed
    FCA verified
    I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services
    109
    £100k+
    Can help with
    Pensions & retirement
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  • Roy Cooper Clarity IFA

    Haddington
    FCA verified
    We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
    113
    £0+
    Can help with
    Pensions & retirement

  • Mark McCafferty - Invest Retire Protect Limited

    Haddington
    FCA verified
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Johnston Carmichael Wealth Ltd - Aberdeen

    Cupar
    FCA verified
    Chartered Financial Planners helping our clients live life on their terms.
    45
    £250k+
    Can help with
    Pensions & retirement

  • Roy Cooper Clarity IFA

    Tranent
    FCA verified
    We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
    113
    £0+
    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

  • 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.
    18150
    £150k+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    495
    £250k+
    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.