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

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  • Scott Hanley at True Potential Wealth Management LLP

    Edinburgh
    FCA verified
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    369
    £0+
    Can help with
    Pensions & retirement

  • Wren Sterling

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

  • Clarity Independent Financial Advisers Ltd

    Livingston
    FCA verified
    Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
    167
    £0+
    Can help with
    Pensions & retirement
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  • Georgetown Wealth Management LLP

    Carluke
    FCA verified
    Professional, trustworthy independent financial advice based in Glasgow and London.
    43
    £100k+
    Can help with
    Pensions & retirement

  • Johnston Carmichael Wealth Ltd - Edinburgh

    Edinburgh
    FCA verified
    Chartered Financial Planners helping our clients live life on their terms.
    52
    £250k+
    Can help with
    Pensions & retirement

  • DPB Wealth Management Ltd

    Livingston
    FCA verified
    DPB Wealth Management is an Independent financial advice firm that provides independent, impartial advice and guidance to our clients.
    85
    £50k+
    Can help with
    Pensions & retirement

  • Southern Financial Services

    Motherwell
    FCA verified
    Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
    296
    £0+
    Can help with
    Pensions & retirement

  • DM Pension & Investment Solutions Ltd

    Wishaw
    FCA verified
    FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Glasgow & Lanarkshire. As a father & son team we have over 35 years of experience. Retirement, investment, pension consolidation, protection & pension transfers.
    154
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Flockhart at True Potential Wealth Management

    Glenrothes
    FCA verified
    Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
    12
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Johnstone
    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.
    5004
    £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.