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Top 10 Independent (IFAs) & Restricted Financial Advisers in Scotland

Find the best FCA regulated financial advisers in Scotland. Get expert help near you with pensions, investments, retirement planning and more
Scotland
Advanta Wealth

Advanta Wealth

Glasgow
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1073
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Glasgow
Initial consultation free
FCA verified
Independent
As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.
Clients
helped
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Carluke
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
210
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
AC Wealth

AC Wealth

South queensferry
Initial consultation free
FCA verified
Independent
Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.
Clients
helped
41
Minimum
wealth
£100k+
Meet the team
Russell Anderson
Alan Davidson
Cameron Stewart
Alaina Howie
Stewart Davidson
+10
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Humboldt Financial

Humboldt Financial

Johnstone
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2565
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
M&G Advice

M&G Advice

Limavady
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2292
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Larbert
Initial consultation free
FCA verified
Independent
Whatever your financial goals, we’re here to help you achieve them. We focus on understanding your unique aspirations and objectives, then develop solutions specific to your ever evolving needs and life circumstances to achieve your financial aims.
Clients
helped
26
Minimum
wealth
£100k+
Meet the team
Nicole Diamond
Nik Scragg
James Reekie
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Broadgate Wealth Client Servicing LLP

Broadgate Wealth Client Servicing LLP

Billingham
Initial consultation free
FCA verified
Independent
We are an experienced team of Independent Financial Advisers providing financial advice to individuals and businesses across the North East and Yorkshire.
Clients
helped
31
Minimum
wealth
£50k+
Meet the team
Neil Sheekey
Stephen Hogg
David Hudson
Danniel Spooner
Philip Salmon
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
The Private Office

The Private Office

Durham
Initial consultation free
FCA verified
Independent
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.
Clients
helped
40100
Minimum
wealth
£150k+
Meet the team
George Hicks
Daniel Lea
Robert Morse
Tony Padgett
Daniel Schofield
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Wallsend
Initial consultation free
FCA verified
Independent
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
6233
Minimum
wealth
£0+
Meet the team
Aidan Liley
Christopher Jump
Richard Houghton
Mussa Hussain
David Gill
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
Frequently Asked Questions about Financial Advisers in Scotland