Top 20 Independent Financial Advisers in Perth And Kinross

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  • Charles Stanley & Co Ltd

    Perth
    Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
    248
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Karl Vidak - Truly Independent Limited

    Perth
    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!
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Perth
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    560
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Ross, Bell & Co IFA

    Perth
    42
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GS Group

    Perth
    Call me, if you want a no-obligation chat with an experienced and trusted Independent Financial Adviser about your financial needs. I am approachable and explain complex financial matters in simple way. WE CAN NOT ADVISE "INSISTENT ONLY CLIENTS", SORRY.
    53
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Throp Financial Planning

    Dunblane
    266
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Alexander House Financial Services Ltd

    Dunblane
    Providing experienced financial advice remotely - I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
    157
    £100k+
    9.5
    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
    102
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants

    Alloa
    Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
    57
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Libertas Financial Management

    Alloa
    We are a truly independent financial advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.
    New adviser
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Glasgow

    Stirling
    Chartered Financial Planners helping our clients live life on their terms.
    10
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Chada at True Potential Wealth Management

    Stirling
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    34
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barclay & Bond Financial Planners LLP

    Stirling
    Welcome to Barclay & Bond. Most of our clients ask us to help them make sense of their pensions, whether its saving for retirement or receiving pension income. Are you saving for a rainy day, have funds to invest or need to buy a house? We can help.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Services Ltd

    Clackmannan
    Providing experienced financial advice remotely - I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
    157
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DPB Wealth Management Ltd

    Stirling
    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.
    58
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sarah Miller - GS Financial Services

    Stirling
    An Independent Financial Adviser passionate about delivering simple, honest advice and helping clients to achieve their goals and objectives.
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Dundee
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9809
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Dundee
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5678
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Stirling
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    110
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Antonine Investment Managers

    Stirling
    Our approach is to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving them the financial freedom to eventually work through choice and not necessity.
    < 10
    £100k+
    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.