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

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  • Barry Stewart Wealth Management Partner - True Potential

    Dunfermline
    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

  • Phil Anderson Financial Services Ltd

    Dunfermline
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    1802
    £50k+
    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.
    320
    £150k+
    Can help with
    Pensions & retirement
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  • Sound Wealth Planning

    Dunfermline
    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.
    19
    £100k+
    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.
    666
    £150k+
    Can help with
    Pensions & retirement

  • Lowland Financial 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.
    72
    £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.
    666
    £150k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Dunfermline
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    1802
    £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.
    81
    £150k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Dunfermline
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1564
    £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.