Top 20 Independent Financial Advisers in Banffshire

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  • Phil Anderson Financial Services Ltd

    Banff
    Appointments available by telephone, Teams, Zoom and FaceTime. NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    31
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • First 4 Financial Planning Limited

    Huntly
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Roger Fraser

    Huntly
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cramond Insurance Life and Pensions

    Keith
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • Inspired Financial Advice Ltd

    Macduff
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Structured Financial Planning Ltd

    Banff
    Our management of wealth is about growing our clients assets steadily over time whilst limiting any potential down-side.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Davidson Associates (Financial Services)

    Macduff
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • North East Financial Planning Ltd.

    Elgin
    Chartered Financial Advisers providing independent and specialist advice to businesses and individuals throughout the North East and Moray, catering for clients from all situations and walks of life.
    26
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd

    Elgin
    Firm of Chartered Financial Planners, specialising in a range of high quality financial services to private and corporate clients.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • First 4 Financial Planning Ltd

    Huntly
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Alex M Grant & Company Limited

    Keith
    A Truly Independent service which encompasses Integrity, Honesty & Loyalty at its core over the last 32 years.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth - Mackenzie Investment

    Elgin
    With offices in both Inverness & Elgin our four planners have over fifty years experience in Financial Services.
    10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Watson Wood Financial Planning

    Elgin
    Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
    25
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Campbell & McConnachie

    Lossiemouth
    Chartered Financial Planners helping people across Moray and Scotland make the best financial decisions for over 30 years.
    20
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Planning

    Elgin
    We provide clients with a clear vision of their financial future.
    13
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Granite Financial Planning Ltd

    Banchory
    Our Managing Director Paul Gibson is the current 2016 FT Money Management Financial Planner of the Year.
    25
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Black Dog Financial Services Ltd

    Elgin
    The need to understand your options has never been greater.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Andrew McIlraith Life and Pensions Limited

    Banchory
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • Aberdein Considine & Co

    Banchory
    We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Broad Wealth Management Ltd

    Laurencekirk
    < 10
    £0+
    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.