Top 10 Independent (IFAs) & Restricted Financial Advisers in Dunfermline
Jamie at Forth Capital
DunfermlineEstablished in 2004 and rated ‘Excellent’ by our clients on Trustpilot, Forth Capital has been providing expert financial planning and wealth management advice, and access to award-winning investment portfolios and pension solutions, for two decades.
Clients
helped76Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentBarry Stewart Wealth Management Partner - True Potential
DunfermlineI offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.
Clients
helped103Minimum
wealth£50k+Pensions & retirementBInitial consultation free FCA verified IndependentAdvanta Wealth
DunfermlineWith 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 & retirementCInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Sound Wealth Planning
DunfermlineMy 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.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedWren Sterling
DunfermlineWe're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped1440Minimum
wealth£50k+Pensions & retirement+2Initial consultation free FCA verified IndependentAberdein Considine
DunfermlineOur independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.
Clients
helped10Minimum
wealth£150k+Pensions & retirement+11Initial consultation free FCA verified IndependentMacbeth Currie Financial Services Ltd
DunfermlineAs Independent Financial Advisers, we have no links or ties to any one product provider and can access products from across the whole marketplace. This means we can choose the financial products best suited to you.
Clients
helped47Minimum
wealth£50k+Pensions & retirementKInitial consultation free FCA verified IndependentHumboldt Financial
DunfermlineAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1676Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
DunfermlineAHR 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
helped242Minimum
wealth£150k+Pensions & retirementLInitial consultation free FCA verified IndependentAdvanta Wealth
DunfermlineWith 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 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.