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

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  • Scott Newman at Continuum Financial Services LLP

    Forres
    FCA verified
    Based in Nairn, I am an Independent and Chartered Financial Planner with 20+ years of experience advising individuals and businesses on their financial planning needs. I have particular expertise in pensions and retirement planning.
    11
    £0+
    Can help with
    Pensions & retirement

  • Amber River C&M.

    Forres
    FCA verified
    Amber River C&M is the new name for Campbell and McConnachie Ltd. Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 35 years.
    44
    £0+
    Can help with
    Pensions & retirement

  • Scott Newman at Continuum Financial Services LLP

    Nairn
    FCA verified
    Based in Nairn, I am an Independent and Chartered Financial Planner with 20+ years of experience advising individuals and businesses on their financial planning needs. I have particular expertise in pensions and retirement planning.
    11
    £0+
    Can help with
    Pensions & retirement
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  • Duncan McDonald at Continuum

    Nairn
    FCA verified
    Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    48
    £100k+
    Can help with
    Pensions & retirement

  • Stewart Lyon Limited

    Lossiemouth
    FCA verified
    Let us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
    151
    £0+
    Can help with
    Pensions & retirement

  • Amber River C&M.

    Lossiemouth
    FCA verified
    Amber River C&M is the new name for Campbell and McConnachie Ltd. Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 35 years.
    44
    £0+
    Can help with
    Pensions & retirement

  • Duncan McDonald at Continuum

    Inverness
    FCA verified
    Am focused on delivering clear financial solutions to all my clients to give them complete peace of mind and make their financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    48
    £100k+
    Can help with
    Pensions & retirement

  • City Financial

    Inverness
    FCA verified
    Offices covering the Highlands and Moray. Independent advice on a range of financial planning such as Tax planning ,Investments, consolidation, building up and drawing pension benefits.
    109
    £50k+
    Can help with
    Pensions & retirement

  • Scott Newman at Continuum Financial Services LLP

    Inverness
    FCA verified
    Based in Nairn, I am an Independent and Chartered Financial Planner with 20+ years of experience advising individuals and businesses on their financial planning needs. I have particular expertise in pensions and retirement planning.
    11
    £0+
    Can help with
    Pensions & retirement

  • Clayton Cumming - True Potential Wealth Management

    Inverness
    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.
    207
    £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.

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