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

Find the best FCA regulated financial advisers in Berwickshire. Get expert help near you with pensions, investments, retirement planning and more
Berwickshire, Alba Scotland
Evelyn Partners

Evelyn Partners

North berwick
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
1054
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
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Cupar
Initial consultation free
FCA verified
Independent
Trusted, award-winning Chartered and Accredited financial planners helping clients across the UK make confident, informed decisions. We offer clear, personalised advice on pensions, investments and retirement to help you achieve your financial potential.
Clients
helped
212
Minimum
wealth
£500k+
Meet the team
Evan Duffus
Sue Williamson
Keith Mackie
Kevin MacKenzie
Rhian Morgan
+9
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Evelyn Partners

Evelyn Partners

Dalkeith
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
1054
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
Clarity Independent Financial Advisers Ltd

Clarity Independent Financial Advisers Ltd

Glenrothes
Initial consultation free
FCA verified
Independent
Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
Clients
helped
233
Minimum
wealth
£0+
Meet the team
K
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Anstruther
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
1061
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Glenrothes
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
212
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Keith Mackie
Kevin MacKenzie
Rhian Morgan
+9
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Edinburgh
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
694
Minimum
wealth
£250k+
Meet the team
Richard Johnston
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Octopus Money

Octopus Money

Edinburgh
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
107
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Prestonpans
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
1054
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
AMIA Wealth Management Ltd

AMIA Wealth Management Ltd

Edinburgh
Initial consultation free
FCA verified
Independent
Very personal and friendly service, based in Edinburgh. Truly independent advice, with the client's best interest always at the centre of what I recommend.
Clients
helped
67
Minimum
wealth
£100k+
Meet the team
Hugo Balfour-Melville
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Berwickshire