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

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  • 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.
    253
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Falkirk
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    1898
    £50k+
    Can help with
    Pensions & retirement

  • Roseview Wealth Management

    Falkirk
    FCA verified
    At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
    51
    £50k+
    Can help with
    Pensions & retirement
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  • DPB Wealth Management Ltd

    Falkirk
    FCA verified
    DPB Wealth Management is an Independent financial advice firm that provides independent, impartial advice and guidance to our clients.
    90
    £50k+
    Can help with
    Pensions & retirement

  • Continuum Financial Services LLP

    Falkirk
    FCA verified
    Ken Carson is an Independent Financial Adviser at Continuum, with over 30 years of experience providing tailored investment, pension, and protection solutions. Offering expert guidance and flexible fee options, think of Ken as your Financial Architect.
    62
    £50k+
    Can help with
    Pensions & retirement

  • Money Advice & Planning Ltd

    Falkirk
    FCA verified
    We invest your money as if it were our own. I offer an office based or home service.
    191
    £100k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Larbert
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    577
    £100k+
    Can help with
    Pensions & retirement

  • Sound Wealth Planning

    Larbert
    FCA verified
    My business aims to provide clear advice that results in financial success for all our clients. We help people to feel confident in their financial decisions and enjoy life.
    12
    £100k+
    Can help with
    Pensions & retirement

  • Craig Malcolm Bush - Money Advice & Planning Ltd

    Larbert
    FCA verified
    We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
    594
    £100k+
    Can help with
    Pensions & retirement

  • Invest Retire Protect Limited

    Falkirk
    FCA verified
    54
    £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.

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.