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

Find the best FCA regulated financial advisers in Highland. Get expert help near you with pensions, investments, retirement planning and more
Highland, Alba Scotland
M&G Advice

M&G Advice

Inverness
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
2276
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Wren Sterling

Wren Sterling

Inverness
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped
1949
Minimum
wealth
£50k+
Meet the team
Kevin Munro
Alistair McNeil
Graeme Beattie
Greg Allan
Lisa Barnes
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Wick
Initial consultation free
FCA verified
Independent
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
Clients
helped
2703
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Stewart Lyon Limited

Stewart Lyon Limited

Inverness
Initial consultation free
FCA verified
Independent
Let us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
Clients
helped
185
Minimum
wealth
£0+
Meet the team
A
C
D
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Stewart Lyon Limited

Stewart Lyon Limited

Lossiemouth
Initial consultation free
FCA verified
Independent
Let us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
Clients
helped
185
Minimum
wealth
£0+
Meet the team
A
C
D
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
mf

Mila Financial Planning

Inverness
Initial consultation free
FCA verified
Restricted
Mike from Mila Financial Planning has been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
62
Minimum
wealth
£50k+
Meet the team
Mike Young
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
M&G Advice

M&G Advice

Forres
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
2276
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Inverness
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
212
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Keith Mackie
Kevin MacKenzie
Rhian Morgan
+9
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Advies Wealth Ltd

Advies Wealth Ltd

Inverness
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
540
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Inverness
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
339
Minimum
wealth
£100k+
Meet the team
Clayton Cumming
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Frequently Asked Questions about Financial Advisers in Highland