Top 10 Independent (IFAs) & Restricted Financial Advisers in Perth
Sound Wealth Planning
PerthMy 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
helped12Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedAdvanta Wealth
PerthWith 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.
Clients
helped615Minimum
wealth£150k+Pensions & retirementCInitial consultation free FCA verified IndependentWren Sterling
PerthWe're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped1512Minimum
wealth£0+Pensions & retirement+1Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Fairstone Group
PerthFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12439Minimum
wealth£0+Pensions & retirementNInitial consultation free FCA verified Independent- Clients
helped60Minimum
wealth£0+Pensions & retirementRDInitial consultation free FCA verified Independent Humboldt Financial
PerthAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1892Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentBay Financial Planning
PerthIndependent Financial Advice helping you to live your best life with the money you have.
Clients
helped14Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentLowland Financial Ltd
PerthAs 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
helped64Minimum
wealth£50k+Pensions & retirementKInitial consultation free FCA verified IndependentAscot Lloyd
AuchterarderOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped1001Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentAdvanta Wealth
AuchterarderWith 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.
Clients
helped615Minimum
wealth£150k+Pensions & retirementCInitial 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.