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

Find the best FCA regulated financial advisers in Dunbar. Get expert help near you with pensions, investments, retirement planning and more
Dunbar, East Lothian
Evelyn Partners

Evelyn Partners

North berwick
Initial consultation free
FCA verified
Restricted
"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
985
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

North berwick
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
688
Minimum
wealth
£250k+
Meet the team
Richard Johnston
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Invest Retire Protect Limited

Invest Retire Protect Limited

Haddington
Initial consultation free
FCA verified
Restricted
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Chris Arnold at Arcus Wealth

Chris Arnold at Arcus Wealth

Haddington
Initial consultation free
FCA verified
Independent
Building solid foundations for a secure financial future
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Chris Arnold
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Executive Wealth Services

Executive Wealth Services

Haddington
Initial consultation free
FCA verified
Independent
We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
Clients
helped
300
Minimum
wealth
£250k+
Meet the team
David Garvey
Clara Jackson
K
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Haddington
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
211
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Jenny Madhoo
Keith Mackie
Kevin MacKenzie
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Longniddry
Initial consultation free
FCA verified
Independent
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
3550
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
C
D
D
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Chris Arnold at Arcus Wealth

Chris Arnold at Arcus Wealth

Longniddry
Initial consultation free
FCA verified
Independent
Building solid foundations for a secure financial future
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Chris Arnold
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Advanta Wealth

Advanta Wealth

Anstruther
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1052
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Graeme Fernie - True Potential Wealth Management

Graeme Fernie - True Potential Wealth Management

Anstruther
Initial consultation free
FCA verified
Restricted
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
195
Minimum
wealth
£250k+
Meet the team
Graeme Fernie
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Dunbar