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

Find the best FCA regulated financial advisers in Clackmannan. Get expert help near you with pensions, investments, retirement planning and more
Clackmannan, Clackmannanshire, Alba Scotland
Clients
helped
11
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Graeme Fernie - True Potential Wealth Management

Graeme Fernie - True Potential Wealth Management

Alloa
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.
Clients
helped
190
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Melville Independent

Melville Independent

Alloa
FCA verified
You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
Clients
helped
67
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Libertas Financial Management

Libertas Financial Management

Alloa
FCA verified
We are a truly Independent Financial Advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
Clients
helped
70
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Ryan Bunyan at Continuum Financial Services

Ryan Bunyan at Continuum Financial Services

Dollar
FCA verified
I'm an Independent Financial Adviser based in Fife, covering Scotland. I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.
Clients
helped
25
Minimum
wealth
£50k+
Can help with
Pensions & retirement
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Chris Sheridan MAP Finances

Falkirk
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
Clients
helped
115
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Falkirk
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.
Clients
helped
326
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Melville Independent

Melville Independent

Larbert
FCA verified
You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
Clients
helped
67
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Lowland Financial Ltd

Lowland Financial Ltd

Larbert
FCA verified
As Independent Financial Advisers, we have no links or ties to any one provider and can access the very best products from across the whole of the market. This means we can choose the financial products best suited to you without restrictions.
Clients
helped
109
Minimum
wealth
£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.

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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.