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

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  • 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

  • David Macfarlane at True Potential Wealth Management

    Edinburgh
    FCA verified
    Experienced Financial Planner who values the importance of integrity, service and communication, and explains financial matters in a clear, easy to understand manner.
    141
    £0+
    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.
    131
    £100k+
    Can help with
    Pensions & retirement
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  • Barry Stewart Wealth Management Partner - True Potential

    St andrews
    FCA verified
    I offer holistic financial advice, specialising in at retirement area, I see and service clients throughout Scotland at their home or our office in Larbert.
    96
    £50k+
    Can help with
    Pensions & retirement

  • Thomas James Williams - Forth Capital

    Edinburgh
    FCA verified
    Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
    58
    £150k+
    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

  • 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

  • Melville Independent

    Edinburgh
    FCA verified
    You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
    49
    £100k+
    Can help with
    Pensions & retirement

  • GMB Portfolio Services Ltd

    Edinburgh
    FCA verified
    A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
    110
    £0+
    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.
    5003
    £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.