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

Find the best FCA regulated financial advisers in Falkirk. Get expert help near you with pensions, investments, retirement planning and more
Falkirk, Alba Scotland
Ascot Lloyd

Ascot Lloyd

Falkirk
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
N
Jordan Cairney
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Investments
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
Wren Sterling

Wren Sterling

Falkirk
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped
1940
Minimum
wealth
£50k+
Meet the team
Lisa Barnes
Mark Torrado
Tim Bell
Greg Allan
Alistair McNeil
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Falkirk
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
Daniel Galbraith - Kilgour Wealth Management Ltd

Daniel Galbraith - Kilgour Wealth Management Ltd

Falkirk
Initial consultation free
FCA verified
Independent
Chartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.
Clients
helped
87
Minimum
wealth
£100k+
Meet the team
Daniel Galbraith
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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
Roseview Wealth Management

Roseview Wealth Management

Falkirk
Initial consultation free
FCA verified
Restricted
At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped
67
Minimum
wealth
£50k+
Meet the team
Kevin Barr
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Barry Stewart Wealth Management Partner - True Potential

Barry Stewart Wealth Management Partner - True Potential

Larbert
Initial consultation free
FCA verified
Independent
I offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.
Clients
helped
104
Minimum
wealth
£100k+
Meet the team
B
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
Frequently Asked Questions about Financial Advisers in Falkirk