Top 10 Independent (IFAs) & Restricted Financial Advisers in Bathgate
Hymans Robertson Personal Wealth
BathgateGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped127Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentPrism Financial Advice Ltd
BathgateWe offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
Clients
helped2624Minimum
wealth£50k+Pensions & retirementDR+12Initial consultation free FCA verified IndependentM&G Wealth Advice
BathgateWe 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
helped521Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Libertas Financial Management
BathgateWe are a truly Independent Financial Advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
Clients
helped63Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentClarity Independent Financial Advisers Ltd
LivingstonOur philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
Clients
helped197Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentThrop Financial Planning
LivingstonWe provide a trusted personalised and comprehensive Financial Planning Service.
Clients
helped602Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedAcumen Financial Planning Limited (Scotland)
LivingstonWe provide clients with a clear vision of their financial future.
Clients
helped171Minimum
wealth£250k+Pensions & retirement+10Initial consultation free FCA verified IndependentMichael Crommie Quilter Financial Advisers
LinlithgowWith 25 years experience in UK financial services, I specialise in retirement planning through investments, pensions and protection opportunities. I use technology to ensure my clients fully understand their journey into retirement and beyond.
Clients
helped18Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentGMB Portfolio Services Ltd
LivingstonA young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
Clients
helped94Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentBay Financial Planning
LinlithgowIndependent Financial Advice helping you to live your best life with the money you have.
Clients
helped14Minimum
wealth£50k+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.