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

Find the best FCA regulated financial advisers in Lanarkshire. Get expert help near you with pensions, investments, retirement planning and more
Lanarkshire, Alba Scotland
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DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Hamilton
Initial consultation free
FCA verified
Independent
As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.
Clients
helped
244
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Hamilton
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
220
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Falkirk
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
369
Minimum
wealth
£100k+
Meet the team
Clayton Cumming
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Invest Retire Protect Limited

Invest Retire Protect Limited

Bellshill
Initial consultation free
FCA verified
Restricted
We advise on a range of products from Prudential and other carefully selected providers. Our aim is to deliver quality lifestyle based advice in a friendly, knowledgeable and efficient way to ensure clients can benefit from their financial resources.
Clients
helped
163
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Andrew Inglis
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Humboldt Financial

Humboldt Financial

Johnstone
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2708
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Humboldt Financial

Humboldt Financial

Glasgow
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2708
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Glasgow
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
222
Minimum
wealth
£250k+
Meet the team
Edward Faulkner
Jeff Simpson
Georgia Hall
Dilara Uyduran
Graeme Robertson
+2
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Glasgow
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
220
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Money Advice and Planning Ltd

Money Advice and Planning Ltd

Stirling
Initial consultation free
FCA verified
Independent
We invest your money as if it were our own.
Clients
helped
467
Minimum
wealth
£100k+
Meet the team
James McCallum
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Glasgow
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
220
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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Frequently Asked Questions about Financial Advisers in Lanarkshire