Top 10 Independent (IFAs) & Restricted Financial Advisers in Bonnyrigg
Prism 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
helped2638Minimum
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 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
helped1732Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Ascot Lloyd
EdinburghOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped998Minimum
wealth£150k+Pensions & retirementNCKRInitial consultation free FCA verified Independent- Clients
helped54Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted Executive Wealth Services
BonnyriggWe specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
Clients
helped273Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentPhil Anderson Financial Services Ltd
BonnyriggProfessional 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
helped1732Minimum
wealth£50k+Pensions & retirement+3Initial consultation free FCA verified IndependentLowland Financial Ltd
EdinburghAs Independent Financial Advisers, we have no links or ties to any one product provider and can access products from across the whole marketplace. This means we can choose the financial products best suited to you.
Clients
helped62Minimum
wealth£50k+Pensions & retirementKInitial consultation free FCA verified Independent- Clients
helped48Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent McPherson 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 Restricted
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.