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

Find the best FCA regulated financial advisers in Troon. Get expert help near you with pensions, investments, retirement planning and more
Troon, South Ayrshire, Alba Scotland
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Troon
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
211
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Jenny Madhoo
Keith Mackie
Kevin MacKenzie
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Troon
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
206
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
True Potential Wealth Management - Colin Burgess & Russell Pearson

True Potential Wealth Management - Colin Burgess & Russell Pearson

Troon
Initial consultation free
FCA verified
Restricted
True Potential Wealth Management as at 30/09/2024 have 553,000 exiting clients with £32.4 billion invested on the True Potential Platform. We offer a free Initial consultation over the phone or zoom to ascertain if moving to the advice stage is required.
Clients
helped
83
Minimum
wealth
£100k+
Meet the team
Russell Pearson
Colin Burgess
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Richstone Park Financial Planning Limited

Richstone Park Financial Planning Limited

Troon
Initial consultation free
FCA verified
Independent
We offer unbiased and unrestricted independent financial advice. We consider products from all firms across the whole of the market with advisers based throughout the UK.
Clients
helped
186
Minimum
wealth
£50k+
Meet the team
Lauren Tinker
Darren Hopkins
Mark Stanhope
Jacob Brown
Naveed Muzaffar
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Advanced Asset Consultants Ltd

Advanced Asset Consultants Ltd

Troon
Initial consultation free
FCA verified
Independent
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.
Clients
helped
351
Minimum
wealth
£100k+
Meet the team
Kevin Lynch BEng FPFS EFP
Scott Keachie  BA (Hons) DipFA AwPTER EFA
Dave McConnell MSc FPFS EFP
Pauline Doherty FPFS EFP
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Ayr
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
206
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Ascot Lloyd

Ascot Lloyd

Ayr
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
1976
Minimum
wealth
£150k+
Meet the team
N
Jordan Cairney
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Craig Malcolm Bush - Money Advice & Planning Ltd

Craig Malcolm Bush - Money Advice & Planning Ltd

Ayr
Initial consultation free
FCA verified
Independent
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.
Clients
helped
709
Minimum
wealth
£250k+
Meet the team
Craig Malcolm Bush (DipPFS Cert CII MP)
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Strathayr Financial Services LLP

Strathayr Financial Services LLP

Ayr
Initial consultation free
FCA verified
Independent
Trusted local firm promoting face-to-face advice and offering a personal, professional service. Town centre location. Home visits available.
Clients
helped
59
Minimum
wealth
£0+
Meet the team
Anthony Smith
Alan Long
Andrew Holland
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Ayr
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Troon