Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh

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  • Andrew Conway - Independent Financial Adviser at One Financial Solutions

    Edinburgh
    FCA verified
    I put your objectives first, planning your finances around them. Goal based financial planning; regardless of how much or little you have to begin with. We (you and I) can design a long term, evidence & goal-based plan, tailored to you and your family.
    194
    £50k+
    Can help with
    Pensions & retirement

  • Clayton Cumming - True Potential Wealth Management

    Edinburgh
    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, investments and inheritance tax planning.
    165
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Edinburgh
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    156
    £250k+
    Can help with
    Pensions & retirement
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  • Advanta Wealth

    Edinburgh
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    115
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Edinburgh
    FCA verified
    We 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
    1583
    £50k+
    Can help with
    Pensions & retirement

  • Money Advice & Planning

    Edinburgh
    FCA verified
    Let us MAP out your financial future! Wherever you are on your financial journey, let us provide the map to your desired destination
    174
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Edinburgh
    FCA verified
    As 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.
    4927
    £50k+
    Can help with
    Pensions & retirement

  • AB1 Financial Planning Ltd

    Edinburgh
    FCA verified
    48
    £0+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Edinburgh
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
    1126
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Edinburgh
    FCA verified
    We 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
    1583
    £50k+
    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.