Top 10 Independent (IFAs) & Restricted Financial Advisers in Perth And Kinross

Find the best FCA regulated financial advisers in Perth And Kinross. Get expert help near you with pensions, investments, retirement planning and more

Advanta Wealth

Auchterarder

FCA verified

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

986

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Perth

FCA verified

Clients
helped

986

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Umar at Money Advice & Planning

Perth

FCA verified

We invest your money as if it were our own. Friendly, professional financial advice you can trust. Keeping it simple and clear. Helping with pensions, investments, inheritance tax planning, mortgages and protection. Get in touch for a friendly chat.

Clients
helped

110

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Acumen Financial Planning Limited (Scotland)

Perth

FCA verified

We provide clients with a clear vision of their financial future.

Clients
helped

206

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Humboldt Financial

Perth

FCA verified

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

2452

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

AC Wealth

Crieff

FCA verified

Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Kinross

FCA verified

Clients
helped

986

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Wren Sterling

Perth

FCA verified

We're an Independent Financial Adviser, working with private individuals and corporate clients.

Clients
helped

1868

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Auchterarder

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Sheridan MAP Finances

Perth

FCA verified

Wherever you are on your financial journey, let us provide the map to your desired destination

Clients
helped

Recently added

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.