Top 10 Independent (IFAs) & Restricted Financial Advisers in Clackmannan
Graeme Fernie - True Potential Wealth Management
AlloaI am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
Clients
helped142Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedMelville Independent
AlloaYou 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
helped61Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentLibertas Financial Management
AlloaWe are a truly Independent Financial Advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
Clients
helped61Minimum
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.Hedley Wealth & Financial Planning Ltd
DollarPhil is a qualified Chartered Management Accountant and Financial Adviser with a Diploma in Regulated Financial Planning. Phil believes passionately in great customer service and takes pride in helping others to get the most from their finances.
ClientsRecently added
helpedMinimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedUmar at Money Advice & Planning
DollarWe invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
Clients
helped45Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentHamilton
DollarTrue independent advice with no minimum investment and a modern approach to helping people navigate the often complicated world of investments, pensions, tax and financial planning. We do not outsource our investment management or advice.
Clients
helped31Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped44Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted Craig Malcolm Bush - Money Advice & Planning Ltd
LarbertWe invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
Clients
helped572Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentClayton Cumming - True Potential Wealth Management
FalkirkI am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.
Clients
helped242Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedMelville Independent
LarbertYou 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
helped61Minimum
wealth£100k+Pensions & retirementBInitial 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.