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

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  • Andrew Flockhart at True Potential Wealth Management

    Edinburgh
    FCA verified
    Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
    17
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Edinburgh
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Acumen Financial Planning Limited (Scotland)

    Edinburgh
    FCA verified
    We provide clients with a clear vision of their financial future.
    127
    £250k+
    Can help with
    Pensions & retirement
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  • Hamilton

    Edinburgh
    FCA verified
    True independent advice with no minimum investment and a modern approach to helping people navigate the often complicated world of investments, pensions, tax and financial planning. We do not outsource our investment management or advice.
    20
    £0+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    499
    £250k+
    Can help with
    Pensions & retirement

  • Ian Towers at Continuum Financial Services

    Edinburgh
    FCA verified
    Our focus is making sure that you understand our recommendations and work closely with you to achieve your goals and objectives, so that you have complete peace of mind with regards to your finances.
    50
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Edinburgh
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Hunter Wealth Management Limited

    Edinburgh
    FCA verified
    542
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Edinburgh
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Create and Prosper Financial Services Ltd

    Edinburgh
    FCA verified
    Create and Prosper is a firm of Chartered Financial Planners offering clients access to independent advice at a competitive cost.
    23
    £0+
    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.