Top 10 Independent (IFAs) & Restricted Financial Advisers in Currie
Advanta Wealth
CurrieWith 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.
Clients
helped576Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentPersonal Money Management
CurriePMM are specialists in Retirement Planning, Pension Strategy, Estate Planning and Investment Management. We have been operating for 40 years and are signed up to The Pension Transfer Gold Standard code of ethics.
Clients
helped28Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped530Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. Principal & Prosper Limited
EdinburghWe’re Independent Financial Advisors who will advise you on investments, non-investment insurance products, mortgages and much more. Our advice is independent, impartial and covers a wide range of financial services across the whole financial market.
Clients
helped63Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentAcumen Financial Planning Limited (Scotland)
EdinburghWe provide clients with a clear vision of their financial future.
Clients
helped164Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
EdinburghWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5180Minimum
wealth£0+Pensions & retirement+3Initial consultation free FCA verified IndependentAscot Lloyd
EdinburghOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped941Minimum
wealth£150k+Pensions & retirementNCKRInitial consultation free FCA verified IndependentM&G Wealth Advice
EdinburghWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped401Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified Restricted- Clients
helped530Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent Fraser Loudon True Potential LLP
EdinburghWith True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 7500 reviews on Trust Pilot rated as Excellent.
Clients
helped< 10Minimum
wealth£0+Pensions & retirementInitial 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.