Are you an adviser? Go to Unbiased Pro
Login

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
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Dunblane
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
Barry Stewart Wealth Management Partner - True Potential

Barry Stewart Wealth Management Partner - True Potential

Larbert
Initial consultation free
FCA verified
Independent
I offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.
Clients
helped
104
Minimum
wealth
£100k+
Meet the team
B
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Melville Independent

Melville Independent

Alloa
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
J
B
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
cs

Chris Sheridan MAP Finances

Falkirk
Initial consultation free
FCA verified
Independent
Wherever you are on your financial journey, let us provide the map to your desired destination
Clients
helped
23
Minimum
wealth
£100k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Mortgages
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Dunblane
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
689
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
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
129
Minimum
wealth
£50k+
Meet the team
Gary Oliver
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Umar at Money Advice & Planning

Umar at Money Advice & Planning

Stirling
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
137
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
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
2548
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
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
57
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Falkirk
Initial consultation free
FCA verified
Restricted
I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.
Clients
helped
337
Minimum
wealth
£100k+
Meet the team
Clayton Cumming
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Frequently Asked Questions about Financial Advisers in Stirling