Top 10 Independent (IFAs) & Restricted Financial Advisers in Newbridge
Melville Independent
LivingstonYou 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 IndependentM&G Wealth Advice
South queensferryWe 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
helped576Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedAdvanta Wealth
South queensferryWith 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Prism Financial Advice Ltd
South queensferryWe 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
Clients
helped2648Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentRoseview Wealth Management
LivingstonAt Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped51Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedMelville Independent
South queensferryYou 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 IndependentSound Wealth Planning
South queensferryMy 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
helped12Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedAHR Private Clients
South queensferryAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped310Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentPhil Anderson Financial Services Ltd
South queensferryProfessional 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- Clients
helped54Minimum
wealth£50k+Pensions & retirementInitial 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.