Top 10 Independent (IFAs) & Restricted Financial Advisers in Midlothian
- Clients
helped54Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted Phil Anderson Financial Services Ltd
LoanheadProfessional 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
helped1731Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentSound Wealth Planning
LoanheadMy 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
helped11Minimum
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.Daniel Galbraith - Kilgour Wealth Management Ltd
LoanheadChartered 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 IndependentQuilter Cheviot Financial Planning (Cumbria & Scotland)
DalkeithWe’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped243Minimum
wealth£250k+Pensions & retirementD+2Initial consultation free FCA verified RestrictedMcPherson Wealth Ltd
LoanheadWe’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 RestrictedPrism Financial Advice Ltd
DalkeithWe offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
Clients
helped2635Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentExecutive Wealth Services
DalkeithWe specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
Clients
helped273Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentPrism Financial Advice Ltd
BonnyriggWe offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
Clients
helped2635Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentPrincipal & Prosper Limited
PenicuikWe’re Independent Financial Advisors who will advise you on investments, non-investment insurance products, mortgages and much more. Our advice is independent, impartial and covers a wide range of financial services across the whole financial market.
Clients
helped67Minimum
wealth£250k+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.