Top 10 Independent (IFAs) & Restricted Financial Advisers in Falkirk
- Clients
helped58Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Restricted Roseview Wealth Management
FalkirkAt Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped53Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedBarry Stewart Wealth Management Partner - True Potential
LarbertI offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.
Clients
helped103Minimum
wealth£50k+Pensions & retirementBInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.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
helped81Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAscot Lloyd
FalkirkOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped1080Minimum
wealth£150k+Pensions & retirementCKRNInitial 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
helped192Minimum
wealth£100k+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
helped50Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentContinuum Financial Services LLP
FalkirkKen Carson is an Independent Financial Adviser at Continuum, with over 30 years of experience providing tailored investment, pension, and protection solutions. Offering expert guidance and flexible fee options, think of Ken as your Financial Architect.
Clients
helped63Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentCraig 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
helped607Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentM&G Wealth Advice
LarbertWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped689Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified Restricted
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.