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

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
helped
1073
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

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
helped
235
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

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
helped
41
Minimum
wealth
wealth
£100k+
Meet the team
+10
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

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
helped
2565
Minimum
wealth
wealth
£50k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business

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
helped
2292
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

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
helped
26
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

We are an experienced team of Independent Financial Advisers providing financial advice to individuals and businesses across the North East and Yorkshire.
Clients
helped
helped
31
Minimum
wealth
wealth
£50k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

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
helped
40100
Minimum
wealth
wealth
£150k+
Meet the team
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

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
helped
6233
Minimum
wealth
wealth
£0+
Meet the team
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
Frequently Asked Questions about Financial Advisers in Scotland
