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

I need advice on
Total assets
My postcode
First meeting is free
  • 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
    1437
    £50k+
    Can help with
    Pensions & retirement
  • Roy Cooper Clarity IFA

    Tranent
    FCA verified
    We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
    104
    £0+
    Can help with
    Pensions & retirement
  • Executive Wealth Services

    Edinburgh
    FCA verified
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    246
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Rowanbank Financial Consultants Limited

    Edinburgh
    FCA verified
    Based in Edinburgh, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options.
    38
    £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.
    4509
    £50k+
    Can help with
    Pensions & retirement
  • Gosford Financial Services Ltd

    Prestonpans
    FCA verified
    Covering Edinburgh, Lothians, The Borders and beyond, Gosford Financial Services Ltd offers a thorough and professional service, guiding you through all your financial needs through your lifetime.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Hamilton Financial

    Haddington
    FCA verified
    True independent advice with no minimum investment and a modern approach to helping people navigate the often complicated world of investments, pensions, tax and financial planning. We do not outsource our investment management or advice.
    Recently added
    £0+
    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!
    10
    £50k+
    Can help with
    Pensions & retirement
  • Thomas James Williams - Forth Capital

    Musselburgh
    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.
    55
    £150k+
    Can help with
    Pensions & retirement
  • Andrew Conway - Independent Financial Adviser at One Financial Solutions

    Haddington
    FCA verified
    I put your objectives first, planning your finances around them. Goal based financial planning; regardless of how much or little you have to begin with. We (you and I) can design a long term, evidence & goal-based plan, tailored to you and your family.
    178
    £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.