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

Find the best FCA regulated financial advisers in Penicuik. Get expert help near you with pensions, investments, retirement planning and more
Penicuik, Midlothian, Alba Scotland
Advies Wealth Ltd

Advies Wealth Ltd

Penicuik
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
527
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Roseview Wealth Management

Roseview Wealth Management

Penicuik
Initial consultation free
FCA verified
Restricted
At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped
67
Minimum
wealth
£50k+
Meet the team
Kevin Barr
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Flying Colours Advice

Flying Colours Advice

Penicuik
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20075
Minimum
wealth
£150k+
Meet the team
David Lemar
Liviu Ratoi
Carl Williams
Arthur Childs
Natalie Donnell
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
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
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
2234
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Loanhead
Initial consultation free
FCA verified
Independent
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 evolves
Clients
helped
3550
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
C
D
D
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Daniel Galbraith - Kilgour Wealth Management Ltd

Daniel Galbraith - Kilgour Wealth Management Ltd

Loanhead
Initial consultation free
FCA verified
Independent
Chartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.
Clients
helped
87
Minimum
wealth
£100k+
Meet the team
Daniel Galbraith
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Bonnyrigg
Initial consultation free
FCA verified
Independent
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 evolves
Clients
helped
3550
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
C
D
D
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Penicuik