Top 10 Independent (IFAs) & Restricted Financial Advisers in Falkirk
Clayton Cumming - True Potential Wealth Management
FalkirkI 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
helped243Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedWren Sterling
FalkirkWe're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped1472Minimum
wealth£50k+Pensions & retirement+2Initial consultation free FCA verified IndependentMoney Advice & Planning Ltd
FalkirkWe invest your money as if it were our own. I offer an office based or home service.
Clients
helped189Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Craig Malcolm Bush - Money Advice & Planning Ltd
FalkirkWe invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
Clients
helped575Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentDPB Wealth Management Ltd
FalkirkDPB Wealth Management is an Independent financial advice firm that provides independent, impartial advice and guidance to our clients.
Clients
helped89Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentRoseview Wealth Management
FalkirkAt Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped49Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedHumboldt Financial
FalkirkAs 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
helped1786Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped44Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted Jamie at Forth Capital
FalkirkEstablished in 2004 and rated ‘Excellent’ by our clients on Trustpilot, Forth Capital has been providing expert financial planning and wealth management advice, and access to award-winning investment portfolios and pension solutions, for two decades.
Clients
helped80Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentDaniel Galbraith - Kilgour Wealth Management Ltd
FalkirkChartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.
Clients
helped41Minimum
wealth£100k+Pensions & retirementInitial 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.