Top 10 Independent (IFAs) & Restricted Financial Advisers in East Lothian
Prism Financial Advice Ltd
DalkeithWe 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
helped2464Minimum
wealth£50k+Pensions & retirement+12Initial consultation free FCA verified IndependentAdvanta Wealth
North berwickWith 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
helped529Minimum
wealth£150k+Pensions & retirementInitial 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
helped2073Minimum
wealth£100k+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
MusselburghWe’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
helped61Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentHamilton
HaddingtonTrue 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
helped30Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
North berwickAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped578Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentGosford Financial Services Ltd
PrestonpansCovering Edinburgh, Lothians, The Borders and beyond, Gosford Financial Services Ltd offers a thorough and professional service, guiding you through all your financial needs through your lifetime.
Clients
helped< 10Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentAAB Wealth Chartered Financial Planners
North berwickGiving you confidence in your financial future
Clients
helped525Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped36Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted Eildon Financial
MusselburghFinancial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
Clients
helped165Minimum
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.