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

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  • Principal & Prosper Limited

    Penicuik
    FCA verified
    We’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.
    58
    £250k+
    Can help with
    Pensions & retirement

  • Roseview Wealth Management

    Penicuik
    FCA verified
    At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
    43
    £50k+
    Can help with
    Pensions & retirement

  • McPherson Wealth Ltd

    Loanhead
    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.
    61
    £0+
    Can help with
    Pensions & retirement
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  • Daniel Galbraith - Kilgour Wealth Management Ltd

    Loanhead
    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.
    31
    £100k+
    Can help with
    Pensions & retirement

  • AB1 Financial Planning Ltd

    Loanhead
    FCA verified
    48
    £0+
    Can help with
    Pensions & retirement

  • Melville Independent

    Edinburgh
    FCA verified
    You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
    55
    £100k+
    Can help with
    Pensions & retirement

  • Acumen Financial Planning Limited (Scotland)

    Edinburgh
    FCA verified
    We provide clients with a clear vision of their financial future.
    130
    £250k+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    506
    £250k+
    Can help with
    Pensions & retirement

  • Thomas James Williams - Forth Capital

    Edinburgh
    FCA verified
    Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
    71
    £150k+
    Can help with
    Pensions & retirement

  • Invest Retire Protect Limited

    Bonnyrigg
    FCA verified
    10
    £50k+
    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.