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

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  • 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.
    5014
    £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
    1610
    £50k+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    393
    £250k+
    Can help with
    Pensions & retirement
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  • Tony Columbine True Potential Wealth Management

    Cupar
    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.
    609
    £50k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Glenrothes
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1140
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Dalkeith
    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.
    5014
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Edinburgh
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    132
    £100k+
    Can help with
    Pensions & retirement

  • Tim Gosmore at Quilter Financial Advisers

    Cupar
    FCA verified
    With over 20 years experience, my emphasis is on building and maintaining long term relationships and provide a trusted source of advice for my clients and their families.
    15
    £100k+
    Can help with
    Pensions & retirement

  • Roseview Wealth Management

    Penicuik
    FCA verified
    At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
    31
    £50k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Kirkcaldy
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4209
    £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.