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

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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.
    70
    £50k+
    Can help with
    Pensions & retirement

  • Acumen Financial Planning Limited (Scotland)

    Glasgow
    FCA verified
    We provide clients with a clear vision of their financial future.
    127
    £250k+
    Can help with
    Pensions & retirement

  • DM Pension & Investment Solutions Ltd

    Glasgow
    FCA verified
    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.
    175
    £50k+
    Can help with
    Pensions & retirement
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  • DM Pension & Investment Solutions Ltd

    Glasgow
    FCA verified
    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.
    175
    £50k+
    Can help with
    Pensions & retirement

  • Advanced Asset Consultants Ltd

    Glasgow
    FCA verified
    Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
    260
    £100k+
    Can help with
    Pensions & retirement

  • Umar at Money Advice & Planning

    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.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Georgetown Wealth Management LLP

    Glasgow
    FCA verified
    Professional, trustworthy independent financial advice based in Glasgow and London.
    102
    £100k+
    Can help with
    Pensions & retirement

  • McPherson Wealth Ltd

    Glasgow
    FCA verified
    We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other providers. We’re backed by the strength and credibility of Prudential.
    60
    £0+
    Can help with
    Pensions & retirement

  • David Macfarlane at True Potential Wealth Management

    Glasgow
    FCA verified
    Experienced Financial Planner who values the importance of integrity, service and communication, and explains financial matters in a clear, easy to understand manner.
    211
    £0+
    Can help with
    Pensions & retirement

  • Clayton Cumming - True Potential Wealth Management

    Glasgow
    FCA verified
    I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.
    212
    £100k+
    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.