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

Find the best FCA regulated financial advisers in Loanhead. Get expert help near you with pensions, investments, retirement planning and more
Loanhead, Midlothian, Alba Scotland
Thomas James Williams - Forth Capital

Thomas James Williams - Forth Capital

Edinburgh
Initial consultation free
FCA verified
Independent
Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
Clients
helped
83
Minimum
wealth
£150k+
Meet the team
Thomas James Williams
Can help with
Pensions & retirement
Financial planning
Expatriate finances
Lowland Financial Ltd

Lowland Financial Ltd

Edinburgh
Initial consultation free
FCA verified
Independent
As Independent Financial Advisers, we have no links or ties to any one provider and can access the very best products from across the whole of the market. This means we can choose the financial products best suited to you without restrictions.
Clients
helped
129
Minimum
wealth
£50k+
Meet the team
Gary Oliver
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Edinburgh
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Bryan Amos
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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
Chris Arnold at Arcus Wealth

Chris Arnold at Arcus Wealth

Edinburgh
Initial consultation free
FCA verified
Independent
Building solid foundations for a secure financial future
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Chris Arnold
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Loanhead
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
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
af

AB1 Financial Planning Ltd

Loanhead
Initial consultation free
FCA verified
Independent
Clients
helped
48
Minimum
wealth
£0+
Meet the team
Alistair Blyth
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Roy Cooper Clarity IFA

Roy Cooper Clarity IFA

Loanhead
Initial consultation free
FCA verified
Independent
We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
Clients
helped
115
Minimum
wealth
£0+
Meet the team
Roy Cooper
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
M&G Advice

M&G Advice

Loanhead
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
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Ascot Lloyd

Ascot Lloyd

Edinburgh
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
N
Jordan Cairney
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Loanhead