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

Find the best FCA regulated financial advisers in Balerno. Get expert help near you with pensions, investments, retirement planning and more

AAB Wealth Chartered Financial Planners

Balerno

FCA verified

Giving you confidence in your financial future

Clients
helped

664

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Currie

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.

Clients
helped

986

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Sheridan MAP Finances

Currie

FCA verified

Wherever you are on your financial journey, let us provide the map to your desired destination

Clients
helped

Recently added

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Retirement Solutions (UK) Ltd

Edinburgh

FCA verified

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5975

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

AAB Wealth Chartered Financial Planners

Edinburgh

FCA verified

Giving you confidence in your financial future

Clients
helped

664

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Edinburgh

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Hunter Wealth Management Limited

Edinburgh

FCA verified

Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.

Clients
helped

563

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Titan Wealth Planning Limited

Livingston

FCA verified

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

Clients
helped

3384

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Edinburgh

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity IFA Ltd

Edinburgh

FCA verified

We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.

Clients
helped

< 10

Minimum
wealth

£50k+

Can help with

Financial planning

Start enquiry View profile

Show only advisers available for contact

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.