Find an Independent or Restricted Financial Adviser

Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Whether you require help buying a home, planning your retirement, saving for the future, or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.

Run by Fabio Dias, Programme Director of the MSc in FinTech at the University of Surrey. Our mission is to give you the best financial advice, with the help of technology, but with a human touch. We are fast to respond to your queries!

Everyone looks forward to their retirement - are you prepared for yours?

We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Chapel Wealth Management has been providing financial advice for over 25 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.

We provide a free update & advice service to help you understand your plans.

Meta Advisors Limited has been providing financial advice for over 12 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.