Top 20 Independent Financial Advisers in Berwickshire

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  • Ryan Bunyan at Continuum Financial Services

    Glenrothes
    I'm an Independent Financial Adviser based in Fife, covering Scotland. I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Edinburgh
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6641
    £0+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ryan Bunyan at Continuum Financial Services

    St andrews
    I'm an Independent Financial Adviser based in Fife, covering Scotland. I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Create and Prosper Financial Services Ltd

    Kirkcaldy
    Create and Prosper is a firm of Chartered Financial Planners offering clients access to independent advice at a competitive cost.
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Kirkcaldy
    Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.
    430
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GS Group

    Kirkcaldy
    I specialise in advice for clients that are confused about how to save for retirement and clients that are approaching retirement that are unsure how to take income. Give me a call, lets chat through what you need.
    69
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Niven Financial Ltd

    Prestonpans
    £10000000 funds under management ( @ 01/02/2021).
    107
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Edinburgh
    We're experts, we care, we're here so you can protect the life you love.
    467
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Charles Stanley & Co Ltd

    Edinburgh
    Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
    257
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eildon Financial

    Melrose
    Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
    112
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent- Mary Hemingway

    Berwick upon tweed
    I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders. I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond. I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.
    44
    £0+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Independent Financial Advisers Ltd

    Glenrothes
    Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
    64
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Watson Financial Planning

    Berwick upon tweed
    I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services
    82
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Niven Financial Ltd

    Edinburgh
    £10000000 funds under management ( @ 01/02/2021).
    107
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rowanbank Financial Consultants Limited

    Edinburgh
    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.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Independent Financial Advisers Ltd

    Edinburgh
    Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
    64
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GMB Portfolio Services Ltd

    Edinburgh
    A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
    108
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Edinburgh
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6641
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Dalkeith
    We're experts, we care, we're here so you can protect the life you love.
    467
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Paul Chada at True Potential Wealth Management

    Edinburgh
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    57
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    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.