Top 20 Independent Financial Advisers in Banffshire

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    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Succession Wealth - Mackenzie Investment Succession Wealth - Mackenzie Investment

      Elgin

      With offices in both Inverness & Elgin our four planners have over fifty years experience in Financial Services.

      With offices in both Inverness & Elgin our four planners have over fifty years experience in Financial Services.
      10
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      10
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Structured Financial Planning Ltd Structured Financial Planning Ltd

      Banff

      Our management of wealth is about growing our clients assets steadily over time whilst limiting any potential down-side.

      Our management of wealth is about growing our clients assets steadily over time whilst limiting any potential down-side.
      < 10
      £50k+
      9.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
    • Phil Anderson Financial Services Ltd Phil Anderson Financial Services Ltd

      Banff

      Appointments available by telephone, Teams, Zoom and FaceTime. NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

      Appointments available by telephone, Teams, Zoom and FaceTime. NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
      32
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      32
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Campbell & McConnachie Campbell & McConnachie

      Lossiemouth

      Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 30 years.

      Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 30 years.
      21
      £0+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      21
      £0+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Stewart Lyon Ltd Stewart Lyon Ltd

      Lossiemouth

      Let us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.

      Let us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
      31
      £0+
      7.0
      Meet the team
      D
      R
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      31
      £0+
      7.0
      Meet the team
      D
      R
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Watson Wood Financial Planning Watson Wood Financial Planning

      Elgin

      Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.

      Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
      25
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      25
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Acumen Financial Planning Acumen Financial Planning

      Elgin

      We provide clients with a clear vision of their financial future.

      We provide clients with a clear vision of their financial future.
      14
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Truly Independent Truly Independent

      Inverurie

      Truly Independent Advice

      Truly Independent Advice
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • North East Financial Planning Ltd. North East Financial Planning Ltd.

      Elgin

      Chartered Financial Advisers providing independent and specialist advice to businesses and individuals throughout the North East and Moray, catering for clients from all situations and walks of life.

      Chartered Financial Advisers providing independent and specialist advice to businesses and individuals throughout the North East and Moray, catering for clients from all situations and walks of life.
      27
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      27
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Johnston Carmichael Wealth Ltd - Aberdeen Johnston Carmichael Wealth Ltd - Aberdeen

      Banchory

      Chartered Financial Planners helping our clients live life on their terms.

      Chartered Financial Planners helping our clients live life on their terms.
      New adviser
      £20k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £20k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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    • Advanced Financial Planning Advanced Financial Planning

      Inverurie

      We pride ourselves on delivering simple and transparent financial advice for our clients, forging relationships that will last throughout their working lives and beyond.

      We pride ourselves on delivering simple and transparent financial advice for our clients, forging relationships that will last throughout their working lives and beyond.
      13
      £100k+
      7.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      13
      £100k+
      7.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      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.