Top 10 Independent (IFAs) & Restricted Financial Advisers in Inverness
Duncan McDonald at Continuum
InvernessAm 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.
Clients
helped54Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentStewart Lyon Limited
InvernessLet us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
Clients
helped157Minimum
wealth£0+Pensions & retirementACDRInitial consultation free FCA verified IndependentScott Newman at Continuum Financial Services LLP
InvernessBased 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.
Clients
helped11Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Scott Newman at Continuum Financial Services LLP
InvernessBased 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.
Clients
helped11Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentClayton Cumming - True Potential Wealth Management
InvernessI 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.
Clients
helped252Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Restricted7IM Private Clients
InvernessFinding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentCity Financial
InvernessOffices 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.
Clients
helped116Minimum
wealth£50k+Pensions & retirementRInitial consultation free FCA verified IndependentCity Financial
InvernessOffices 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.
Clients
helped116Minimum
wealth£50k+Pensions & retirementRInitial consultation free FCA verified IndependentTony Columbine True Potential Wealth Management
InvernessOur aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
Clients
helped738Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedAcumen Financial Planning Limited (Scotland)
InvernessWe provide clients with a clear vision of their financial future.
Clients
helped172Minimum
wealth£250k+Pensions & retirement+10Initial 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.