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

Find the best FCA regulated financial advisers in Kirkliston. Get expert help near you with pensions, investments, retirement planning and more
Kirkliston, Alba Scotland
AC Wealth

AC Wealth

South queensferry
Initial consultation free
FCA verified
Independent
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.
Clients
helped
34
Minimum
wealth
£100k+
Meet the team
Russell Anderson
Alan Davidson
Cameron Stewart
Alaina Howie
Stewart Davidson
+10
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
M&G Advice

M&G Advice

South queensferry
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
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

South queensferry
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3552
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Melville Independent

Melville Independent

South queensferry
Initial consultation free
FCA verified
Independent
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.
Clients
helped
68
Minimum
wealth
£100k+
Meet the team
Matthew Y Irvine
Kris Banks
James Hassall-Marlow
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Titan Wealth Planning Limited

Titan Wealth Planning Limited

South queensferry
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3552
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
C
D
D
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Titan Wealth International

Titan Wealth International

South queensferry
Initial consultation free
FCA verified
Independent
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.
Clients
helped
826
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

South queensferry
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
2657
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Invest Retire Protect Limited

Invest Retire Protect Limited

South queensferry
Initial consultation free
FCA verified
Restricted
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Edinburgh
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
689
Minimum
wealth
£250k+
Meet the team
Richard Johnston
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Melville Independent

Melville Independent

Livingston
Initial consultation free
FCA verified
Independent
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.
Clients
helped
68
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Kirkliston