Top 10 Independent (IFAs) & Restricted Financial Advisers in East Lothian
Canaccord Genuity Wealth Management (CGWM)
North berwickAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped644Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentHamilton
TranentTrue 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 IndependentRoy Cooper Clarity IFA
HaddingtonWe want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
Clients
helped115Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Quilter Cheviot Financial Planning (Cumbria & Scotland)
DalkeithWe’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
helped236Minimum
wealth£250k+Pensions & retirementD+2Initial consultation free FCA verified RestrictedPrism Financial Advice Ltd
TranentWe 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
helped2581Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
PrestonpansWe 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
helped5204Minimum
wealth£0+Pensions & retirement+3Initial consultation free FCA verified IndependentAFH Wealth Management LTD
TranentThe UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
Clients
helped2147Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentHymans Robertson Personal Wealth
North berwickGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped119Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentM&G Wealth Advice
MusselburghWe 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
helped431Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedPrincipal & Prosper Limited
North berwickWe’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
helped64Minimum
wealth£250k+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.