Top 10 Independent (IFAs) & Restricted Financial Advisers in Kelty
Ascot Lloyd
CowdenbeathOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped957Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentClarity Independent Financial Advisers Ltd
CowdenbeathOur philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
Clients
helped197Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentClayton Cumming - True Potential Wealth Management
KeltyI 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
helped245Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Graeme Fernie - True Potential Wealth Management
CowdenbeathI 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
helped144Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedSound Wealth Planning
CowdenbeathMy 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
helped10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedJamie 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
helped80Minimum
wealth£150k+Pensions & retirementInitial 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
helped585Minimum
wealth£150k+Pensions & retirementCInitial 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
helped1805Minimum
wealth£50k+Pensions & retirement+1Initial 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
helped283Minimum
wealth£150k+Pensions & retirementLInitial 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 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.