Top 20 Independent Financial Advisers in Midlothian

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  • Keith Roseburgh Financial

    Dalkeith
    I'm a Chartered Financial Planner working with people in their 30s, 40s, 50s, 60s and older living in Edinburgh, Dalkeith and the Lothians.
    140
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants.

    Penicuik
    Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
    56
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Dalkeith
    We're experts, we care, we're here so you can protect the life you love.
    468
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
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  • Eildon Financial

    Dalkeith
    Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
    112
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Executive Wealth Services

    Dalkeith
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    178
    £100k+
    7.0
    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

    Edinburgh
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6649
    £0+
    7.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Edinburgh

    Edinburgh
    Chartered Financial Planners helping our clients live life on their terms.
    35
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Edinburgh
    We're experts, we care, we're here so you can protect the life you love.
    468
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Flying Colours

    Edinburgh
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11392
    £50k+
    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
  • Throp Financial Planning

    Edinburgh
    328
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aventur Wealth

    Edinburgh
    We are Aventur & we would love to help you manage your money & get you on track to achieving your financial goals. We build, long-lasting & meaningful relationship with our clients, supporting you at every step of the way through your financial journey.
    98
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • AAB Wealth Chartered Financial Planners

    Edinburgh
    Giving you confidence in your financial future
    164
    £250k+
    9.5
    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
  • Hunter Wealth Management Limited

    Edinburgh
    430
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GS Group

    Edinburgh
    Call me, if you want a no-obligation chat with an experienced and trusted Independent Financial Adviser about your financial needs. I am approachable and explain complex financial matters in simple way. WE CAN NOT ADVISE "INSISTENT ONLY CLIENTS", SORRY.
    59
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Crookshank - Continuum Financial Services LLP

    Edinburgh
    Your Financial Future Made Real. I do NOT offer advice on transfers of Final Salary pension schemes.
    50
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Edinburgh
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    192
    £150k+
    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.