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

Evelyn Partners

Linlithgow

FCA verified

"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

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Sheridan MAP Finances

Livingston

FCA verified

Wherever you are on your financial journey, let us provide the map to your desired destination

Clients
helped

Recently added

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

AMIA Wealth Management Ltd

Linlithgow

FCA verified

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

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Ryan Bunyan at Continuum Financial Services

Linlithgow

FCA verified

I'm an Independent Financial Adviser based in Fife, covering Scotland. I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Flying Colours Advice

Livingston

FCA verified

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Clients
helped

19939

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Graeme Fernie - True Potential Wealth Management

Linlithgow

FCA verified

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

190

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Phil Anderson Financial Services Ltd

Linlithgow

FCA verified

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

2465

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Roseview Wealth Management

Livingston

FCA verified

At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Titan Wealth Planning Limited

Bathgate

FCA verified

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

3384

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Melville Independent

Livingston

FCA verified

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

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

Accessing your pensions
Choosing how to take your pension income
Investing for the medium or long term
Protecting your family finances
Finding life insurance, critical illness cover and income protection
Starting a business
Setting up and managing a personal pension
Funding long-term care for yourself or a loved one
Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice.

Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.