Top 10 Independent (IFAs) & Restricted Financial Advisers in Perth And Kinross

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  • Hamilton

    Dollar
    FCA verified
    True independent advice with no minimum investment and a modern approach to helping people navigate the often complicated world of investments, pensions, tax and financial planning. We do not outsource our investment management or advice.
    20
    £0+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Perth
    FCA verified
    We specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    1532
    £50k+
    Can help with
    Pensions & retirement

  • Ryan Bunyan at Continuum Financial Services

    Kinross
    FCA verified
    I'm an Independent Financial Adviser based in Fife, covering Scotland. I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.
    21
    £50k+
    Can help with
    Pensions & retirement
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  • Advanta Wealth

    Perth
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    428
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Auchterarder
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    777
    £150k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Auchterarder
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    428
    £100k+
    Can help with
    Pensions & retirement

  • Acumen Financial Planning Limited (Scotland)

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

  • Ross, Bell & Co IFA

    Perth
    FCA verified
    60
    £0+
    Can help with
    Pensions & retirement

  • Kirsty McAuliffe - Invest Retire Protect (M&G)

    Dollar
    FCA verified
    17
    £0+
    Can help with
    Pensions & retirement

  • Bay Financial Planning

    Perth
    FCA verified
    Independent Financial Advice helping you to live your best life with the money you have.
    14
    £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.