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

Find the best FCA regulated financial advisers in Edinburgh. Get expert help near you with pensions, investments, retirement planning and more
Edinburgh
GMB Portfolio Services Ltd

GMB Portfolio Services Ltd

Edinburgh
Initial consultation free
FCA verified
Independent
A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
Clients
helped
110
Minimum
wealth
£0+
Meet the team
Brian Hemmings
Michael Blackley
Alan Hind
Scott McKenzie
Laura Smith
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Melville Independent

Melville Independent

Edinburgh
Initial consultation free
FCA verified
Independent
You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
Clients
helped
68
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Bill Eadie - Alexander House Financial Planning Ltd

Bill Eadie - Alexander House Financial Planning Ltd

Edinburgh
Initial consultation free
FCA verified
Independent
Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
Clients
helped
497
Minimum
wealth
£50k+
Meet the team
B
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Advanta Wealth

Advanta Wealth

Edinburgh
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
1055
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Edinburgh
Initial consultation free
FCA verified
Independent
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
Clients
helped
2656
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Evelyn Partners

Evelyn Partners

Edinburgh
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
996
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

Edinburgh
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
689
Minimum
wealth
£250k+
Meet the team
Richard Johnston
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Andrew Conway - Independent Financial Adviser at Pathway Financial Services

Andrew Conway - Independent Financial Adviser at Pathway Financial Services

Edinburgh
Initial consultation free
FCA verified
Independent
I put your objectives first, planning your finances around them. Goal based financial planning; regardless of how much or little you have to begin with. We (you and I) can design a long term, evidence & goal-based plan, tailored to you and your family.
Clients
helped
317
Minimum
wealth
£50k+
Meet the team
Andrew Conway
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Ascot Lloyd

Ascot Lloyd

Edinburgh
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
Jordan Cairney
N
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Edinburgh
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
1055
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Edinburgh