Top 20 Independent Financial Advisers in Lanarkshire

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  • True Potential Wealth Management

    Larbert
    Financial advice provided in a friendly and professional manner face to face, telephone or online as preferred. Initial meeting without obligation or charge.
    46
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanta Wealth Ltd

    Glasgow
    I believe that advice should be simple and cost effective. You need to trust the person and what they are saying, and over time come to value the relationship and the benefits it brings you. I hope the 180 clients I support have all achieved this.
    15
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Independent Financial Advisers Ltd

    Edinburgh
    Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
    64
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Fairstone Group Ltd

    Dunfermline
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6641
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pure Affinity Wealth

    Glasgow
    Recently Added
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stuart Huxtable -True Potential Wealth Management

    Dumfries
    I create peace of mind and financial security for your future.
    30
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Wren Sterling

    Edinburgh
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    610
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Glasgow
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    552
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bluesky Independent Wealth Managers Ltd

    Edinburgh
    Covid-19 update - We are here to help and providing remote advice over the telephone or internet. Chartered Financial Planners, Chris & Kevin, specialise in Planning for Retirement and tax efficiency of your wealth.
    90
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Loch Fyne Financial Management

    Glasgow
    An award winning firm, we work with business owners to help them feel relaxed and secure about their financial future.
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Libertas Financial Management

    Boness
    We are a truly independent financial advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
    28
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Edinburgh
    Your personal wealth. Our personal responsibility. Enquire to arrange an initial meeting today, at no cost to you.
    47
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advies Wealth Ltd

    Boness
    We are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
    56
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lachlan McLachlan Dip PFS AML Associates Financial Services Ltd

    Glasgow
    My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives.
    98
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Hope - True Potential

    Glasgow
    You'll receive straightforward, honest advice from me and I'll explain all the options available to you. True Potential are still active in the Final Salary transfer market and are very competitive on the advice fees we charge.
    107
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Glasgow
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    151
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hastings Investment Management

    Edinburgh
    Recently Added
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Murray Asset Management UK Limited

    Edinburgh
    Our clients’ best interests are at the heart of everything. We strive to earn and retain their confidence and trust.
    38
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Libertas Financial Management

    Glasgow
    We are a truly independent financial advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
    28
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Glasgow
    I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
    208
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    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.