Top 20 Independent Financial Advisers in Falkirk

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    How it
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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Flying Colours & Partners Flying Colours & Partners

      Falkirk

      66
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      66
      £50k+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Throp Financial Planning Throp Financial Planning

      Falkirk

      20
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      20
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • IAIN LOWE WEALTH MANAGEMENT LTD IAIN LOWE WEALTH MANAGEMENT LTD

      Falkirk

      ‘Professional and personal advice for retirement, investment and protection planning, designed for you and your requirements.

      ‘Professional and personal advice for retirement, investment and protection planning, designed for you and your requirements.
      33
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      33
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wren Sterling Wren Sterling

      Falkirk

      We're an Independent Financial Adviser, working with private individuals and corporate clients.

      We're an Independent Financial Adviser, working with private individuals and corporate clients.
      17
      £50k+
      9.3
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      17
      £50k+
      9.3
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sarah Tory - Chartered Financial Planner Sarah Tory - Chartered Financial Planner

      Falkirk

      An experienced Chartered Financial Planner where the focus is on you. Simple, honest, professional advice . I am very happy to do video/Skype calls if needed.

      An experienced Chartered Financial Planner where the focus is on you. Simple, honest, professional advice . I am very happy to do video/Skype calls if needed.
      27
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      27
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • DPB Wealth Management Ltd DPB Wealth Management Ltd

      Falkirk

      At DPB Wealth Management Ltd, we are here to offer you independent, impartial advice and guidance, and we are only ever a phone call or email away.

      At DPB Wealth Management Ltd, we are here to offer you independent, impartial advice and guidance, and we are only ever a phone call or email away.
      11
      £20k+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £20k+
      9.1
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Truly Independent Ltd Truly Independent Ltd

      Falkirk

      Independent Financial Adviser with almost 30 years’ experience in the financial services industry. I provide a fee based financial planning service with a key focus on Investment planning, Pensions, Tax-efficient investments and Inheritance Tax Mitigation

      Independent Financial Adviser with almost 30 years’ experience in the financial services industry. I provide a fee based financial planning service with a key focus on Investment planning, Pensions, Tax-efficient investments and Inheritance Tax Mitigation
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Karl Vidak - Truly Independent Limited Karl Vidak - Truly Independent Limited

      Falkirk

      My aim as a financial advisor is to simplify a complex industry, in a way that makes sure you achieve your financial goals. I specialise in Retirement Planning, Pensions, Investments and Protection!

      My aim as a financial advisor is to simplify a complex industry, in a way that makes sure you achieve your financial goals. I specialise in Retirement Planning, Pensions, Investments and Protection!
      New adviser
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Advanced Asset Consultants Advanced Asset Consultants

      Falkirk

      Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.

      Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
      35
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      35
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Charles Stanley & Co Ltd Charles Stanley & Co Ltd

      Falkirk

      Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.

      Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
      61
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      61
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Armstrong Watson Financial Planning & Wealth Management Armstrong Watson Financial Planning & Wealth Management

      Falkirk

      We believe in working with our clients to provide them with proactive financial advice tailored to them.

      We believe in working with our clients to provide them with proactive financial advice tailored to them.
      25
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      25
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • WealthFlow Group Limited WealthFlow Group Limited

      Grangemouth

      Considered financial planning and smarter investing ensures you live the life you want. Whatever your aspirations.

      Considered financial planning and smarter investing ensures you live the life you want. Whatever your aspirations.
      < 10
      £500k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £500k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management True Potential Wealth Management

      Larbert

      Financial advice provided in a friendly and professional manner face to face, telephone or online as preferred. Initial meeting without obligation or charge.

      Financial advice provided in a friendly and professional manner face to face, telephone or online as preferred. Initial meeting without obligation or charge.
      39
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      39
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tryst Financial Ltd Tryst Financial Ltd

      Larbert

      We are a holistic independent financial advice firm, servicing clients throughout Scotland at their home or our office in Larbert.

      We are a holistic independent financial advice firm, servicing clients throughout Scotland at their home or our office in Larbert.
      49
      £50k+
      7.0
      Meet the team
      B
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      49
      £50k+
      7.0
      Meet the team
      B
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Services Ltd Alexander House Financial Services Ltd

      Larbert

      Providing experienced financial advice remotely - I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.

      Providing experienced financial advice remotely - I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Robert Hope - True Potential Robert Hope - True Potential

      Larbert

      You'll receive straightforward, honest advice from me and I'll explain all the options available to you. True Potential are still active in the Final Salary transfer market and are very competitive on the advice fees we charge.

      You'll receive straightforward, honest advice from me and I'll explain all the options available to you. True Potential are still active in the Final Salary transfer market and are very competitive on the advice fees we charge.
      27
      £100k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      27
      £100k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • R & G Financial Services R & G Financial Services

      Larbert

      At R&G Financial Services we provide advice either in our office or in your own home.

      At R&G Financial Services we provide advice either in our office or in your own home.
      38
      £100k+
      10.0
      Meet the team
      I
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      38
      £100k+
      10.0
      Meet the team
      I
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Stephen McMahon Stephen McMahon

      Falkirk

      With our extensive knowledge we've helped clients take control of their finances and face the future confidently. Find out how by arranging a no obligation initial consultation

      With our extensive knowledge we've helped clients take control of their finances and face the future confidently. Find out how by arranging a no obligation initial consultation
      67
      £20k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      67
      £20k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Services Ltd Alexander House Financial Services Ltd

      Denny

      Providing experienced financial advice remotely - I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.

      Providing experienced financial advice remotely - I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
      69
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      69
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Throp Financial Planning Throp Financial Planning

      Linlithgow

      35
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      35
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.