Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh
Canaccord Genuity Wealth Management (CGWM)
EdinburghAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentDaniel Galbraith - Kilgour Wealth Management Ltd
EdinburghChartered 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.
Clients
helped46Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentSound Wealth Planning
EdinburghMy 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
helped10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Phil Anderson Financial Services Ltd
EdinburghProfessional 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
helped1715Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentAcumen Financial Planning Limited (Scotland)
EdinburghWe provide clients with a clear vision of their financial future.
Clients
helped172Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified Independent- Clients
helped533Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent Wren Sterling
EdinburghWe're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped1494Minimum
wealth£50k+Pensions & retirement+1Initial 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 IndependentThrop Financial Planning
EdinburghWe provide a trusted personalised and comprehensive Financial Planning Service.
Clients
helped602Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedQuilter Cheviot Financial Planning (Cumbria & Scotland)
EdinburghWe’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.
Clients
helped242Minimum
wealth£250k+Pensions & retirementD+2Initial 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.