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

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  • Acumen Financial Planning Limited (Scotland)

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

  • Canaccord Genuity Wealth Management (CGWM)

    Inverness
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    449
    £500k+
    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.
    49
    £100k+
    Can help with
    Pensions & retirement
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  • Phil Anderson Financial Services Ltd

    Inverness
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    1433
    £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

  • 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.
    110
    £50k+
    Can help with
    Pensions & retirement

  • Tony Columbine True Potential Wealth Management

    Inverness
    FCA verified
    Our 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.
    700
    £50k+
    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.
    212
    £100k+
    Can help with
    Pensions & retirement

  • Stewart Lyon Limited

    Inverness
    FCA verified
    Let us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
    153
    £0+
    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

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.