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

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  • Andrew Flockhart at Rowan Bank Financial Consultants Limited

    Larbert
    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!
    25
    £0+
    Can help with
    Pensions & retirement

  • Barry Stewart Wealth Management Partner - True Potential

    Larbert
    FCA verified
    I offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.
    103
    £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.
    60
    £50k+
    Can help with
    Pensions & retirement
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  • 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.
    582
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    62
    £100k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Falkirk
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1482
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    246
    £100k+
    Can help with
    Pensions & retirement

  • Hamilton

    Larbert
    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.
    31
    £0+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Larbert
    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.
    1811
    £50k+
    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.
    10
    £100k+
    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.