Top 20 Independent Financial Advisers in Lanarkshire

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  • Annandale Financial Services LLP

    Dumfries
    10
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Select Wealth Managers

    Livingston
    Independent, Chartered Advice. The initial meeting is at our cost and there is no obligation to proceed any further.
    32
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Stanley & Co Ltd

    Dunfermline
    Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
    236
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Anderson MacPhie Financial Services

    Glasgow
    Bring me your query and let's bring my experience to help you
    19
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Hope - True Potential

    Glasgow
    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.
    77
    £50k+
    7.0
    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.
    5200
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Integrated Wealth Management

    Stirling
    Your Time is Precious. “Time is more valuable than money. You can always get more money.” - Jim Rohn
    99
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Melville Independent

    Coatbridge
    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.
    16
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whyte Sharp Independent

    Livingston
    Whether you are looking for individual or business related financial guidance we are here to help. Contact us today for confidential advice.
    < 10
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanta Wealth Ltd

    Glasgow
    I believe that advice should be simple and cost effective. You need to trust the person and what they are saying, and over time come to value the relationship and the benefits it brings you. I hope the 180 clients I support have all achieved this.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • AB1 Financial Planning Ltd

    Edinburgh
    42
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Executive Wealth Services

    Currie
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    155
    £100k+
    7.0
    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
  • Personal Money Management

    Currie
    PMM are specialists in Retirement Planning, Pension Strategy, Estate Planning and Investment Management. We have been operating for 40 years and are signed up to The Pension Transfer Gold Standard code of ethics.
    28
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Planning (Glasgow)

    Glasgow
    We help people achieve their life goals through effective management of their financial affairs.
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Kirkcaldy
    Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.
    387
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lachlan McLachlan Dip PFS AML Associates Financial Services Ltd

    Glasgow
    My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives.
    84
    £50k+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Glasgow
    We're experts, we care, we're here so you can protect the life you love.
    138
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Robert Hope - True Potential

    Livingston
    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.
    77
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Throp Financial Planning

    Edinburgh
    208
    £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.