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

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Total assets
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  • Invest Retire Protect Limited

    Haddington
    FCA verified
    10
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Ord
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    436
    £250k+
    Can help with
    Pensions & retirement

  • Rothesay Bennett Financial Planning

    Edinburgh
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £100k+
    Can help with
    Pensions & retirement
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  • Macbeth Currie Financial Services Ltd

    Edinburgh
    FCA verified
    As Independent Financial Advisers, we have no links or ties to any one product provider and can access products from across the whole marketplace. This means we can choose the financial products best suited to you.
    34
    £50k+
    Can help with
    Pensions & retirement

  • Umar at Money Advice & Planning

    Kirkcaldy
    FCA verified
    We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Melrose
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    436
    £250k+
    Can help with
    Pensions & retirement

  • Advies Wealth Ltd

    Glenrothes
    FCA verified
    We are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
    188
    £50k+
    Can help with
    Pensions & retirement

  • Invest Retire Protect Limited

    Bonnyrigg
    FCA verified
    10
    £50k+
    Can help with
    Pensions & retirement

  • Daniel Galbraith - Kilgour Wealth Management Ltd

    Galashiels
    FCA verified
    Chartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.
    30
    £100k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Edinburgh
    FCA verified
    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.
    419
    £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.