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

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  • Craig Malcolm Bush - Money Advice & Planning Ltd

    Glasgow
    FCA verified
    We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
    321
    £50k+
    Can help with
    Pensions & retirement
  • DM Pension & Investment Solutions Ltd

    Glasgow
    FCA verified
    FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Glasgow & Lanarkshire. As a father & son team we have over 35 years of experience. Retirement, investment, pension consolidation, protection & pension transfers.
    139
    £50k+
    Can help with
    Pensions & retirement
  • David Reilly - AFH Wealth Management

    Glasgow
    FCA verified
    At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
    262
    £0+
    Can help with
    Pensions & retirement
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  • Kelvin Smith Financial Planning

    Glasgow
    FCA verified
    Since 2015 we have been providing the highest level of financial expertise and advice on retirement planning, investments, mortgages and insurances.
    40
    £50k+
    Can help with
    Pensions & retirement
  • Stephen McMahon

    Glasgow
    FCA verified
    With our extensive knowledge we have helped clients take control of their finances and face the future confidently. Find out
    251
    £50k+
    Can help with
    Pensions & retirement
  • Georgetown Wealth Management LLP

    Glasgow
    FCA verified
    Professional, trustworthy independent financial advice based in Glasgow and London.
    23
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Coatbridge
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    9970
    £0+
    Can help with
    Pensions & retirement
  • DM Pension & Investment Solutions Ltd

    Airdrie
    FCA verified
    FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Glasgow & Lanarkshire. As a father & son team we have over 35 years of experience. Retirement, investment, pension consolidation, protection & pension transfers.
    139
    £50k+
    Can help with
    Pensions & retirement
  • KPW Investments

    Glasgow
    FCA verified
    We provide a unique personal service, offering bespoke and personal advice to each individual not off the shelf products.
    70
    £100k+
    Can help with
    Pensions & retirement
  • Money Advice & Planning

    Coatbridge
    FCA verified
    We invest your money as if it were our own.
    150
    £50k+
    Can help with
    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.