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Top 10 Independent (IFAs) & Restricted Financial Advisers in South Lanarkshire

Find the best FCA regulated financial advisers in South Lanarkshire. Get expert help near you with pensions, investments, retirement planning and more
South Lanarkshire, Alba Scotland
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Glasgow
Initial consultation free
FCA verified
Independent
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.
Clients
helped
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Carluke
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
209
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Glasgow
Initial consultation free
FCA verified
Independent
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.
Clients
helped
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Glasgow
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
G
J
O
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Lanark
Initial consultation free
FCA verified
Independent
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2709
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Humboldt Financial

Humboldt Financial

Carluke
Initial consultation free
FCA verified
Independent
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
2561
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Glasgow
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
698
Minimum
wealth
£250k+
Meet the team
Ryan Watt
Alan Turner
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Umar at Money Advice & Planning

Umar at Money Advice & Planning

Strathaven
Initial consultation free
FCA verified
Independent
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
143
Minimum
wealth
£50k+
Meet the team
Umar Mahmood
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Sharia finance
and 2 more matches
Woodside Wealth Ltd

Woodside Wealth Ltd

Strathaven
Initial consultation free
FCA verified
Restricted
Woodside Wealth Ltd has been providing financial advice for over 4 years. We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Ryan Quinn
Andrew Toner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
Advanta Wealth

Advanta Wealth

Glasgow
Initial consultation free
FCA verified
Independent
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
1069
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in South Lanarkshire