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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
Graeme Fernie - True Potential Wealth Management

Graeme Fernie - True Potential Wealth Management

Alloa
Initial consultation free
FCA verified
Restricted
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
195
Minimum
wealth
£250k+
Meet the team
Graeme Fernie
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Melville Independent

Melville Independent

Alloa
Initial consultation free
FCA verified
Independent
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
68
Minimum
wealth
£100k+
Meet the team
J
B
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Alloa
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Ryan Bunyan at Continuum Financial Services

Ryan Bunyan at Continuum Financial Services

Dollar
Initial consultation free
FCA verified
Independent
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
27
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Dollar
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
cs

Chris Sheridan MAP Finances

Falkirk
Initial consultation free
FCA verified
Independent
Wherever you are on your financial journey, let us provide the map to your desired destination
Clients
helped
23
Minimum
wealth
£100k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Mortgages
Invest Retire Protect Limited

Invest Retire Protect Limited

Falkirk
Initial consultation free
FCA verified
Restricted
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Falkirk
Initial consultation free
FCA verified
Restricted
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
337
Minimum
wealth
£100k+
Meet the team
Clayton Cumming
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Melville Independent

Melville Independent

Larbert
Initial consultation free
FCA verified
Independent
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
68
Minimum
wealth
£100k+
Meet the team
B
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Lowland Financial Ltd

Lowland Financial Ltd

Larbert
Initial consultation free
FCA verified
Independent
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
129
Minimum
wealth
£50k+
Meet the team
Gary Oliver
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Clackmannan