Top 10 Independent (IFAs) & Restricted Financial Advisers in Kirkliston
- 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.Clients1987
helpedMinimum£100k+
wealthPensions & retirement - 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 evolvesClients3239
helpedMinimum£50k+
wealthPensions & retirement - 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.Clients66
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Phil is a qualified Chartered Management Accountant and Financial Adviser with a Diploma in Regulated Financial Planning. Phil believes passionately in great customer service and takes pride in helping others to get the most from their finances.Clients20
helpedMinimum£50k+
wealthPensions & retirement - 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.Clients905
helpedMinimum£250k+
wealthPensions & retirement - 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 evolvesClients3239
helpedMinimum£50k+
wealthPensions & retirement - 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.Clients640
helpedMinimum£250k+
wealthPensions & retirement - Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - ScotlandClients2324
helpedMinimum£50k+
wealthPensions & 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.