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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
David Reilly - AFH Wealth Management

David Reilly - AFH Wealth Management

Bellshill
Initial consultation free
FCA verified
Independent
At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
Clients
helped
450
Minimum
wealth
£100k+
Meet the team
David Reilly
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Coatbridge
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
2709
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
Ascot Lloyd

Ascot Lloyd

Glasgow
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
2038
Minimum
wealth
£150k+
Meet the team
Gary Taylor
Raj Chauhan
Jordan Cairney
Kevin Broome
N
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
Advanta Wealth

Advanta Wealth

Bellshill
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
1069
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
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
391
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
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Glasgow
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
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
2709
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

Coatbridge
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
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Motherwell
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
209
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in North Lanarkshire