Find an Independent or Restricted Financial Adviser

Chartered Financial Planner helping professionals, business owners and those approaching retirement make informed decisions around pensions, retirement planning, investments and tax efficiency, with clear advice and a joined-up plan for the future.

Wealth management built around you - from one of the world's strongest banks.

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.

Wealth management built around you - from one of the world's strongest banks.

True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.

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

I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services

I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.

Secure Your Financial Future with Expert Guidance. Tailored financial planning, investment strategies, and retirement solutions designed to help you achieve your goals.

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.