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

I need advice on
Total assets
My postcode
First meeting is free

  • Advanta Wealth

    Dunfermline
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    416
    £100k+
    Can help with
    Pensions & retirement

  • Aberdein Considine

    Dunfermline
    FCA verified
    Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.
    10
    £150k+
    Can help with
    Pensions & retirement

  • Jamie at Forth Capital

    Dunfermline
    FCA verified
    Established in 2004 and rated ‘Excellent’ by our clients on Trustpilot, Forth Capital has been providing expert financial planning and wealth management advice, and access to award-winning investment portfolios and pension solutions, for two decades.
    72
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Wren Sterling

    Dunfermline
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1372
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Dunfermline
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    416
    £100k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Dunfermline
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    210
    £150k+
    Can help with
    Pensions & retirement

  • Macbeth Currie Financial Services Ltd

    Dunfermline
    FCA verified
    As Independent Financial Advisers, we have no links or ties to any one product provider and can access products from across the whole marketplace. This means we can choose the financial products best suited to you.
    34
    £50k+
    Can help with
    Pensions & retirement

  • Hunter Wealth Management Limited

    Inverkeithing
    FCA verified
    542
    £50k+
    Can help with
    Pensions & retirement

  • Bay Financial Planning

    Dunfermline
    FCA verified
    Independent Financial Advice helping you to live your best life with the money you have.
    14
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Cowdenbeath
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    766
    £150k+
    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.