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

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  • Prism Financial Advice Ltd

    Bathgate
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1837
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Bathgate
    FCA verified
    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.
    205
    £0+
    Can help with
    Pensions & retirement

  • Libertas Financial Management

    Bathgate
    FCA verified
    We are a truly Independent Financial Advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
    55
    £50k+
    Can help with
    Pensions & retirement
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  • Acumen Financial Planning Limited (Scotland)

    Bathgate
    FCA verified
    We provide clients with a clear vision of their financial future.
    72
    £250k+
    Can help with
    Pensions & retirement

  • Clarity Independent Financial Advisers Ltd

    Livingston
    FCA verified
    Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
    174
    £0+
    Can help with
    Pensions & retirement

  • Craig Malcolm Bush - Money Advice & Planning Ltd

    Livingston
    FCA verified
    We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
    423
    £100k+
    Can help with
    Pensions & retirement

  • DPB Wealth Management Ltd

    Livingston
    FCA verified
    DPB Wealth Management is an Independent financial advice firm that provides independent, impartial advice and guidance to our clients.
    86
    £50k+
    Can help with
    Pensions & retirement

  • AMIA Wealth Management Ltd

    Livingston
    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.
    51
    £100k+
    Can help with
    Pensions & retirement

  • Acumen Financial Planning Limited (Scotland)

    Livingston
    FCA verified
    We provide clients with a clear vision of their financial future.
    72
    £250k+
    Can help with
    Pensions & retirement

  • GMB Portfolio Services Ltd

    Livingston
    FCA verified
    A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
    94
    £0+
    Can help with
    Pensions & retirement

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.