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

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Total assets
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  • Advanta Wealth

    Montrose
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    59
    £100k+
    Can help with
    Pensions & retirement
  • Advanta Wealth

    Arbroath
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    59
    £100k+
    Can help with
    Pensions & retirement
  • CNS Financial Solutions Limited

    Arbroath
    FCA verified
    32
    £50k+
    Can help with
    Pensions & retirement
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  • CNS Financial Solutions Limited

    Forfar
    FCA verified
    32
    £50k+
    Can help with
    Pensions & retirement
  • Advanta Wealth

    Carnoustie
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    59
    £100k+
    Can help with
    Pensions & retirement
  • Clayton Cumming - True Potential Wealth Management

    Carnoustie
    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.
    136
    £50k+
    Can help with
    Pensions & retirement
  • Innes Wealth and Mortgages

    Carnoustie
    FCA verified
    Giving holistic financial advice to help you understand and grow your personal portfolio/wealth.
    60
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Kirriemuir
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    9940
    £0+
    Can help with
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Dundee
    FCA verified
    I have been helping clients achieve their financial goals for over 15 years. I specialise in retirement planning, including Defined Benefit transfers and Drawdown. I hold the advanced retirement qualifications, ensuring the very best outcome and advice.
    263
    £100k+
    Can help with
    Pensions & retirement
  • Advanta Wealth

    Dundee
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    59
    £100k+
    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.