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

Find the best FCA regulated financial advisers in Stirling. Get expert help near you with pensions, investments, retirement planning and more
Stirling, Stirlingshire, Alba Scotland
Invest Retire Protect Limited

Invest Retire Protect Limited

Falkirk
Initial consultation free
FCA verified
Restricted
Clients
helped
142
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Falkirk
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
1993
Minimum
wealth
£150k+
Meet the team
N
Jordan Cairney
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Money Advice and Planning Ltd

Money Advice and Planning Ltd

Stirling
Initial consultation free
FCA verified
Independent
We invest your money as if it were our own.
Clients
helped
443
Minimum
wealth
£100k+
Meet the team
James McCallum
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Alloa
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
62
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Melville Independent

Melville Independent

Larbert
Initial consultation free
FCA verified
Independent
You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
Clients
helped
68
Minimum
wealth
£100k+
Meet the team
B
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Stirling
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
62
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
AC Wealth

AC Wealth

Dunblane
Initial consultation free
FCA verified
Independent
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
34
Minimum
wealth
£150k+
Meet the team
Russell Anderson
Alan Davidson
Cameron Stewart
Alaina Howie
Stewart Davidson
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Stirling
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
62
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Humboldt Financial

Humboldt Financial

Falkirk
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
2549
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
Lowland Financial Ltd

Lowland Financial Ltd

Larbert
Initial consultation free
FCA verified
Independent
As Independent Financial Advisers, we have no links or ties to any one provider and can access the very best products from across the whole of the market. This means we can choose the financial products best suited to you without restrictions.
Clients
helped
131
Minimum
wealth
£50k+
Meet the team
Gary Oliver
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Stirling