Top 10 Independent (IFAs) & Restricted Financial Advisers in Lanarkshire
Walker Crips Investment Management
GlasgowInvestment management Offering discretionary bespoke, discretionary model portfolios, advisory managed and advisory dealing services to our clients.
Clients
helped13Minimum
wealth£100k+Financial planningInitial consultation free FCA verified IndependentClarity IFA Ltd
EdinburghWe want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
Clients
helped< 10Minimum
wealth£50k+Financial planningFInitial consultation free FCA verified IndependentAcumen Financial Planning Limited (Scotland)
EdinburghWe provide clients with a clear vision of their financial future.
Clients
helped175Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Money Advice & Planning Ltd
GlasgowWe invest your money as if it were our own. I offer an office based or home service.
Clients
helped191Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentDaniel Galbraith - Kilgour Wealth Management Ltd
EdinburghChartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.
Clients
helped46Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPhil Anderson Financial Services Ltd
EdinburghProfessional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped1748Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified Independent- Clients
helped72Minimum
wealth£0+Pensions & retirementAInitial consultation free FCA verified Restricted McPherson Wealth Ltd
GlasgowWe’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.
Clients
helped91Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedAdvanced Asset Consultants Ltd
GlasgowChartered 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.
Clients
helped287Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentWren Sterling
DunfermlineWe're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped1517Minimum
wealth£50k+Pensions & retirement+2Initial 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.