Top 10 Independent (IFAs) & Restricted Financial Advisers in Scottish Borders

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  • Prism Financial Advice Ltd

    Kelso
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2247
    £50k+
    Can help with
    Pensions & retirement

  • Eildon Financial

    Melrose
    FCA verified
    Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
    164
    £250k+
    Can help with
    Pensions & retirement

  • Daniel Galbraith - Kilgour Wealth Management Ltd

    Galashiels
    FCA verified
    Chartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.
    30
    £100k+
    Can help with
    Pensions & retirement
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  • Prism Financial Advice Ltd

    Melrose
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2247
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Melrose
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    432
    £250k+
    Can help with
    Pensions & retirement

  • Fraser Loudon True Potential LLP

    Kelso
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money. We have over 7500 reviews on Trust Pilot rated as Excellent.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (Cumbria & Scotland)

    Dalkeith
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    210
    £250k+
    Can help with
    Pensions & retirement

  • Invest Retire Protect Limited

    Bonnyrigg
    FCA verified
    10
    £50k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Dalkeith
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    2247
    £50k+
    Can help with
    Pensions & retirement

  • Principal & Prosper Limited

    Penicuik
    FCA verified
    We’re Independent Financial Advisors who will advise you on investments, non-investment insurance products, mortgages and much more. Our advice is independent, impartial and covers a wide range of financial services across the whole financial market.
    58
    £250k+
    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.