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

Find the best FCA regulated financial advisers in Alexandria. Get expert help near you with pensions, investments, retirement planning and more
Alexandria, West Dunbartonshire, Alba Scotland
Advanced Asset Consultants Ltd

Advanced Asset Consultants Ltd

Dumbarton
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
Pauline Doherty FPFS EFP
Scott Keachie  BA (Hons) DipFA AwPTER EFA
Dave McConnell MSc FPFS EFP
Kevin Lynch BEng FPFS EFP
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
Stockbroking services
Advanta Wealth

Advanta Wealth

Alexandria
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
1055
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Alexandria
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
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Alexandria
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Alexandria
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
Advanced Asset Consultants Ltd

Advanced Asset Consultants Ltd

Alexandria
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
£250k+
Meet the team
Pauline Doherty FPFS EFP
Scott Keachie  BA (Hons) DipFA AwPTER EFA
Dave McConnell MSc FPFS EFP
Kevin Lynch BEng FPFS EFP
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
Stockbroking services
Wren Sterling

Wren Sterling

Bishopton
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
Clients
helped
1940
Minimum
wealth
£50k+
Meet the team
Jordan Hagan
Scot Lamont
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Helensburgh
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
Breslin Financial Services

Breslin Financial Services

Helensburgh
Initial consultation free
FCA verified
Restricted
We are a family business who only want the very best for our clients
Clients
helped
109
Minimum
wealth
£50k+
Meet the team
Kyle Breslin
Gary Breslin
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 2 more matches
Advanta Wealth

Advanta Wealth

Helensburgh
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
1055
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 Alexandria