Top 10 Independent (IFAs) & Restricted Financial Advisers in Juniper Green
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
helped68Minimum
wealth£250k+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 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
helped5306Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Acumen Financial Planning Limited (Scotland)
EdinburghWe provide clients with a clear vision of their financial future.
Clients
helped175Minimum
wealth£250k+Pensions & retirement+10Initial 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
helped1007Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentFraser 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 IndependentAscot Lloyd
EdinburghOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped1007Minimum
wealth£150k+Pensions & retirementNCKRInitial consultation free FCA verified IndependentAdvanta 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
helped624Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentMelville Independent
EdinburghYou are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
Clients
helped63Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPhil 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
helped1750Minimum
wealth£50k+Pensions & retirement+3Initial 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.