Top 20 Independent Financial Advisers in Banffshire

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  • Succession Wealth - Mackenzie Investment

    Elgin
    With offices in both Inverness & Elgin our four planners have over fifty years experience in Financial Services.
    11
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    28
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Campbell & McConnachie

    Lossiemouth
    Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 30 years.
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent

    Inverurie
    Truly Independent Advice
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Planning

    Elgin
    We provide clients with a clear vision of their financial future.
    16
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Banchory
    Giving you confidence in your financial future
    119
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Aberdeen

    Banchory
    Chartered Financial Planners helping our clients live life on their terms.
    16
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    37
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Structured Financial Planning Ltd

    Banff
    Our management of wealth is about growing our clients assets steadily over time whilst limiting any potential down-side.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Mortgages

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  • Watson Wood Financial Planning

    Elgin
    Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
    25
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    14
    £100k+
    10.0
    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.