Are you an adviser? Go to Unbiased Pro
Login

Top 10 Independent (IFAs) & Restricted Financial Advisers in West Lothian

Find the best FCA regulated financial advisers in West Lothian. Get expert help near you with pensions, investments, retirement planning and more
West Lothian, Alba Scotland
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Livingston
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3489
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
C
D
D
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Ascot Lloyd

Ascot Lloyd

Bathgate
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
1914
Minimum
wealth
£150k+
Meet the team
Jordan Cairney
N
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Bathgate
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
922
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Graeme Fernie - True Potential Wealth Management

Graeme Fernie - True Potential Wealth Management

Linlithgow
Initial consultation free
FCA verified
Restricted
I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
Clients
helped
194
Minimum
wealth
£250k+
Meet the team
Graeme Fernie
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Linlithgow
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
2612
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Roseview Wealth Management

Roseview Wealth Management

Livingston
Initial consultation free
FCA verified
Restricted
At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped
65
Minimum
wealth
£50k+
Meet the team
Kevin Barr
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Ascot Lloyd

Ascot Lloyd

Linlithgow
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
1914
Minimum
wealth
£150k+
Meet the team
Gary Taylor
Raj Chauhan
Jordan Cairney
Kevin Broome
N
+1
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Bathgate
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3489
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Advies Wealth Ltd

Advies Wealth Ltd

Bathgate
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
516
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Melville Independent

Melville Independent

Livingston
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
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in West Lothian