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

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  • Scott Hanley at True Potential Wealth Management LLP

    Dunfermline
    FCA verified
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    361
    £0+
    Can help with
    Pensions & retirement
  • Wren Sterling

    Dunfermline
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1094
    £50k+
    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.
    41
    £150k+
    Can help with
    Pensions & retirement
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  • Advanta Wealth

    Dunfermline
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    62
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Dunfermline
    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.
    4580
    £50k+
    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.
    Recently added
    £150k+
    Can help with
    Pensions & retirement
  • Throp Financial Planning

    Dunfermline
    FCA verified
    494
    £50k+
    Can help with
    Pensions & retirement
  • Hunter Wealth Management Limited

    Inverkeithing
    FCA verified
    494
    £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.
    Recently added
    £50k+
    Can help with
    Pensions & retirement
  • Clayton Cumming - True Potential Wealth Management

    Kelty
    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, investments and inheritance tax planning.
    140
    £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.