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

Find the best FCA regulated financial advisers in North Lanarkshire. Get expert help near you with pensions, investments, retirement planning and more
North Lanarkshire, Alba Scotland
Advanta Wealth

Advanta Wealth

Glasgow
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1055
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Southern Financial Services

Southern Financial Services

Motherwell
Initial consultation free
FCA verified
Independent
Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
Clients
helped
337
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Octopus Money

Octopus Money

Glasgow
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Money Advice & Planning

Money Advice & Planning

Wishaw
Initial consultation free
FCA verified
Independent
Let us MAP out your financial future! Wherever you are on your financial journey, let us provide the map to your desired destination
Clients
helped
384
Minimum
wealth
£100k+
Meet the team
Andrew Singleton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
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
206
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Bellshill
Initial consultation free
FCA verified
Independent
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2657
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Motherwell
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
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Glasgow
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
211
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Jenny Madhoo
Keith Mackie
Kevin MacKenzie
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Bellshill
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
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
cs

Chris Sheridan MAP Finances

Glasgow
Initial consultation free
FCA verified
Independent
Wherever you are on your financial journey, let us provide the map to your desired destination
Clients
helped
23
Minimum
wealth
£100k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Mortgages
Frequently Asked Questions about Financial Advisers in North Lanarkshire