Find an Independent or Restricted Financial Adviser
- Toro Wealth Planning offers boutique, client-focused financial advice. We combine big-firm expertise with personal service, cutting through complexity to deliver clear, steadfast financial plans—all at below-industry-average cost.ClientsRecently added
helpedMinimum£150k+
wealthPensions & retirement - I provide bespoke advice to help look after yourself, your family, and your future. I will look at your current position, and look to form and implement a short, medium, and long-term strategy, with you at the centre, to protect and develop your assets.Clients52
helpedMinimum£50k+
wealthPensions & retirement - We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.Clients226
helpedMinimum£250k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - I have worked in investment management for over 30 years and since I joined SJP have very much enjoyed helping my Clients by understanding what's important to them and delivering practical solutions for the financial issues that concern them the most.Clients< 10
helpedMinimum£50k+
wealthPensions & retirement - Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.Clients37374
helpedMinimum£100k+
wealthPensions & retirement - Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - ScotlandClients2349
helpedMinimum£50k+
wealthPensions & retirement - I provide financial guidance for individuals, families & business owners. You can be assured of a discreet, personal service. Your wealth management & life planning will be in the care of established, trustworthy professionals.Clients77
helpedMinimum£250k+
wealthPensions & retirement - With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.Clients65
helpedMinimum£100k+
wealthPensions & 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.