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

Find the best FCA regulated financial advisers in Banffshire. Get expert help near you with pensions, investments, retirement planning and more
Banffshire, Alba Scotland
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Banff
Initial consultation free
FCA verified
Independent
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2644
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Scott James & Associates

Scott James & Associates

Alford
Initial consultation free
FCA verified
Restricted
Scott James & Associates have been providing financial advice for over 11 years.  We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
24
Minimum
wealth
£100k+
Meet the team
Scott James
Ross McDonald
Scott Kelly
Calum Bruce
Graham Smith
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Inverurie
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
971
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Banchory
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
685
Minimum
wealth
£250k+
Meet the team
Andrew Dines
Ian Campbell
Martyn Paterson
Claire Marston
Kelly Shek
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Ascot Lloyd

Ascot Lloyd

Banchory
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1959
Minimum
wealth
£150k+
Meet the team
Phil Addy
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Inverurie
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
685
Minimum
wealth
£250k+
Meet the team
Andrew Dines
Ian Campbell
Martyn Paterson
Claire Marston
Kelly Shek
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Amber River C&M.

Amber River C&M.

Forres
Initial consultation free
FCA verified
Independent
Amber River C&M is the new name for Campbell and McConnachie Ltd. Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 35 years.
Clients
helped
64
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Advanta Wealth

Advanta Wealth

Banff
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1051
Minimum
wealth
£250k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
AC Wealth

AC Wealth

Banchory
Initial consultation free
FCA verified
Independent
Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.
Clients
helped
34
Minimum
wealth
£150k+
Meet the team
Russell Anderson
Alan Davidson
Cameron Stewart
Alaina Howie
Stewart Davidson
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Alford
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
185
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Banffshire