Top 20 Independent Financial Advisers in Berwickshire

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Truly Independent- Mary Hemingway

    Berwick upon tweed
    I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders. I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond. I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.
    32
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Independent Women

    Edinburgh
    Our philosophy is simple: to offer you clear-cut expertise that helps you get the most from your money.
    79
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gosford Financial Services Ltd

    Prestonpans
    Covering Edinburgh, Lothians, The Borders and beyond, Gosford Financial Services Ltd offers a thorough and professional service, guiding you through all your financial needs through your lifetime.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Henderson at Charles Stanley

    Edinburgh
    One of the UK's leading wealth managers, Charles Stanley has over 200 years of heritage managing client's investments.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • Prosperity Financial Advisors & Stockbrokers

    Melrose
    I am an independent financial adviser who can advise using the whole of the market and am restricted to the products of any one company. I have a particular interest in pensions accrued under corporate schemes having worked in this arena for many years.
    11
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cowley & Miller Financial Services Limited

    Edinburgh
    We provide tailored financial advice to individuals, families and small businesses throughout Scotland
    40
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperity Financial Advisors & Stockbrokers

    Melrose
    We believe no one can predict the future... but we can certainly help you prepare for it financially!
    57
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GS Group

    Kirkcaldy
    I specialise in advice for clients that are confused about how to save for retirement and clients that are approaching retirement that are unsure how to take income. Give me a call, lets chat through what you need.
    66
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Executive Wealth Services

    Edinburgh
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    156
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Roy Cooper Clarity IFA

    Haddington
    We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
    New adviser
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • GMB Portfolio Services Ltd

    Edinburgh
    A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
    108
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Watson Financial Planning

    Berwick upon tweed
    I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services
    72
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Edinburgh
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5235
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • George Young IFA

    Tranent
    I offer independent financial advice (whole of market) to private and business clients, primarily in the Edinburgh & Lothians area.
    45
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Stanley & Co Ltd

    Edinburgh
    Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
    237
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clarity Independent Financial Advisers Ltd

    Edinburgh
    Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GS Group

    Edinburgh
    Call me, if you want a no-obligation chat with an experienced and trusted Independent Financial Adviser about your financial needs. I am approachable and explain complex financial matters in simple way.
    51
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanta Wealth

    Kirkcaldy
    At Advanta Wealth, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
    27
    £20k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Niven Financial Ltd

    Edinburgh
    £10000000 funds under management ( @ 01/02/2021).
    92
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cailean Ltd

    Edinburgh
    We provide a financial planning service tailored to your needs to aim to help you understand where you are financially.
    61
    £50k+
    7.0
    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.