Top 20 Independent Financial Advisers in Lanarkshire

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  • Lisa Rooney - True Potential Wealth Management G61

    Glasgow
    A Qualified Financial Adviser with over 15 years’ experience working in the Financial Planning industry offering affordable, honest & transparent advice throughout Scotland.
    43
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • R & G Financial Services

    Lanark
    At R&G we pride ourselves in providing friendly service, approachable staff, professional advice, honesty, integrity and independent advice.
    69
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • James Munro – 2plan wealth management

    Glasgow
    Based in the Lenzie and Motherwell area, I can provide advice on products from the whole financial market.
    73
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Edinburgh
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions and Investment Wealth Management.
    25
    £250k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gordon Lowrie at Truly Independent Ltd

    Bathgate
    I am an independent financial adviser in Cumbernauld, with over 32 years’ experience in the financial services industry.
    10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GMB Portfolio Services Ltd

    Livingston
    A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
    92
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanta Wealth

    Kirkcaldy
    At Advanta Wealth, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
    New adviser
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Portus Wealth Ltd

    Inverkeithing
    We specialise in providing quality advice on: Protection Investments Pre and Post Retirement Planning Inheritance Tax and Estate Planning
    37
    £100k+
    9.3
    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.
    206
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WealthFlow Group Limited

    Grangemouth
    Considered financial planning and smarter investing ensures you live the life you want. Whatever your aspirations.
    < 10
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • R & G Financial Services

    Larbert
    At R&G Financial Services we provide advice either in our office or in your own home.
    38
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • R & G Financial Services

    Glasgow
    We will provide an initial review meeting either in your own home or in our office at our own expense.
    34
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alistair Young Financial Ltd

    Edinburgh
    We offer bespoke independent financial and mortgage advice to private clients and businesses primarily in the Edinburgh region.
    118
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dexterity

    Edinburgh
    With so many financial advisers to choose from, why would you come to us? We hold ourselves accountable to a code of conduct, which in summary pledges, "Nothing will we say or do, that we wouldn't appreciate you saying or doing to us".
    17
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Create and Prosper Financial Services Ltd

    Kirkcaldy
    Create and Prosper is a firm of Chartered Financial Planners offering clients access to independent advice at a competitive cost.
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Glasgow
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    46
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling Scotia Limited

    Edinburgh
    I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
    50
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Dougan Financial Services Ltd

    Hamilton
    I specialise in Pensions and Retirement Planning - including Flexible Drawdown and annuities. Please call me to make an enquiry, and to find out how we can help you.
    22
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cameron Renton - Renton Wealth Management Ltd

    Dunfermline
    Having a clear financial plan provides you the confidence to pursue the things that really matter to you. We’re here to help you make positive choices today, navigate future challenges and develop your plan as your circumstances evolve.
    55
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stuart Huxtable -True Potential Wealth Management

    Dumfries
    I create peace of mind and financial security for your future.
    27
    £100k+
    10.0
    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.