Top 20 Independent Financial Advisers in Montrose

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  • CNS Financial Solutions Limited

    Arbroath
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Westhill
    Giving you confidence in your financial future
    67
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Aberdeen

    Aberdeen
    Chartered Financial Planners helping our clients live life on their terms.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GS Group

    Dundee
    I specialise in advice for clients that are confused about how to save for retirement and clients that are approaching retirement that are unsure how to take income. Give me a call, lets chat through what you need.
    64
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Phil Anderson Financial Services Ltd

    Dundee
    Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland
    95
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Stanley & Co Ltd

    Aberdeen
    Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
    71
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Dundee
    64
    £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.
    34
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Verus Wealth Chartered Financial Planners

    Dundee
    "More about Life . . . Less about Money"
    32
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blackadders Wealth Management LLP

    Dundee
    We have years of experience in advising clients about efficient planning to meet their financial needs and preserving valuable assets.
    40
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
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    finding advice

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  • 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.
    46
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    St andrews
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    36
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • James Hair & Co.

    St andrews
    Our areas of expertise are investment management and Pension advice. We are independent financial advisers in Cupar and St Andrews
    43
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Planning Limited

    Westhill
    We provide clients with a clear vision of their financial future.
    44
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Westhill
    Giving you confidence in your financial future
    67
    £250k+
    10.0
    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.