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

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  • Mark McCafferty - Invest Retire Protect Limited

    Falkirk
    FCA verified
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • DPB Wealth Management Ltd

    Falkirk
    FCA verified
    DPB Wealth Management is an Independent financial advice firm that provides independent, impartial advice and guidance to our clients.
    88
    £50k+
    Can help with
    Pensions & retirement

  • Roseview Wealth Management

    Falkirk
    FCA verified
    At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
    42
    £50k+
    Can help with
    Pensions & retirement
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  • Daniel Galbraith - Kilgour Wealth Management Ltd

    Falkirk
    FCA verified
    Chartered 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.
    30
    £100k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Falkirk
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1354
    £50k+
    Can help with
    Pensions & retirement

  • Money Advice & Planning Ltd

    Falkirk
    FCA verified
    We invest your money as if it were our own. I offer an office based or home service.
    181
    £100k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services LLP

    Falkirk
    FCA verified
    Ken Carson is an Independent Financial Adviser at Continuum, with over 30 years of experience providing tailored investment, pension, and protection solutions. Offering expert guidance and flexible fee options, think of Ken as your Financial Architect.
    53
    £50k+
    Can help with
    Pensions & retirement

  • Jamie at Forth Capital

    Falkirk
    FCA verified
    Established 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.
    72
    £150k+
    Can help with
    Pensions & retirement

  • Barry Stewart Wealth Management Partner - True Potential

    Falkirk
    FCA verified
    I offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.
    102
    £50k+
    Can help with
    Pensions & retirement

  • Clayton Cumming - True Potential Wealth Management

    Falkirk
    FCA verified
    I 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.
    210
    £100k+
    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.