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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
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Chris Sheridan MAP Finances

Livingston
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
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
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
527
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
M&G Advice

M&G Advice

Bathgate
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
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
195
Minimum
wealth
£250k+
Meet the team
Graeme Fernie
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
AMIA Wealth Management Ltd

AMIA Wealth Management Ltd

Linlithgow
Initial consultation free
FCA verified
Independent
Very personal and friendly service, based in Edinburgh. Truly independent advice, with the client's best interest always at the centre of what I recommend.
Clients
helped
67
Minimum
wealth
£100k+
Meet the team
Hugo Balfour-Melville
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
GMB Portfolio Services Ltd

GMB Portfolio Services Ltd

Livingston
Initial consultation free
FCA verified
Independent
A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
Clients
helped
94
Minimum
wealth
£0+
Meet the team
Michael Blackley
Brian Hemmings
Alan Hind
Laura Smith
Scott McKenzie
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
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
996
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
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
1976
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

Livingston
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
996
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
Frequently Asked Questions about Financial Advisers in West Lothian