Top 10 Independent (IFAs) & Restricted Financial Advisers in Lanarkshire

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  • Advanced Asset Consultants Ltd

    Glasgow
    FCA verified
    Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
    268
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Edinburgh
    FCA verified
    As 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.
    1630
    £50k+
    Can help with
    Pensions & retirement

  • Sound Wealth Planning

    Stirling
    FCA verified
    My 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.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
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  • First Sentinel Wealth

    Edinburgh
    FCA verified
    292
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Edinburgh
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    823
    £150k+
    Can help with
    Pensions & retirement

  • McPherson Wealth Ltd

    Dumfries
    FCA verified
    We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of Prudential.
    71
    £0+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    513
    £250k+
    Can help with
    Pensions & retirement

  • McPherson Wealth Ltd

    Glasgow
    FCA verified
    We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of Prudential.
    71
    £0+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Edinburgh
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    498
    £500k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Glasgow
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11902
    £0+
    Can help with
    Pensions & retirement

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.