Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh

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  • Clayton Cumming - True Potential Wealth Management

    Edinburgh
    FCA verified
    I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.
    205
    £100k+
    Can help with
    Pensions & retirement
  • Ascot Lloyd

    Edinburgh
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    726
    £150k+
    Can help with
    Pensions & retirement
  • Graeme Fernie - True Potential Wealth Management

    Edinburgh
    FCA verified
    I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
    125
    £150k+
    Can help with
    Pensions & retirement
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  • Fraser Loudon True Potential LLP

    Edinburgh
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 7500 reviews on Trust Pilot rated as Excellent.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Edinburgh

    Edinburgh
    FCA verified
    Chartered Financial Planners helping our clients live life on their terms.
    52
    £250k+
    Can help with
    Pensions & retirement
  • M&G Wealth Advice

    Edinburgh
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    303
    £0+
    Can help with
    Pensions & retirement
  • 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
    2185
    £50k+
    Can help with
    Pensions & retirement
  • Hunter Wealth Management Limited

    Edinburgh
    FCA verified
    540
    £100k+
    Can help with
    Pensions & retirement
  • Ascot Lloyd

    Edinburgh
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    726
    £150k+
    Can help with
    Pensions & retirement
  • Wren Sterling

    Edinburgh
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
    1335
    £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.