Top 20 Independent Financial Advisers in Berwickshire

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  • GS Group

    Edinburgh
    Unbiased whole of the market advice on * Existing and New Savings/Investments; * Pensions (Retirement Planning); * Estate and Inheritance Tax Planning; * Personal and Business Protection.
    50
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hastings Investment Management

    North berwick
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Prosperity Financial Advisors & Stockbrokers

    Melrose
    We believe no one can predict the future... but we can certainly help you prepare for it financially!
    57
    £0+
    7.0
    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.
    529
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Independent Women

    Edinburgh
    Our philosophy is simple: to offer you clear-cut expertise that helps you get the most from your money.
    79
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eildon Financial

    Melrose
    Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
    99
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ian Towers at Continuum Financial Services

    Prestonpans
    Our focus is making sure that you understand our recommendations and work closely with you to achieve your goals and objectives, so that you have complete peace of mind with regards to your finances.
    < 10
    £20k+
    7.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hastings Investment Management

    Edinburgh
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GMB Portfolio Services Ltd

    Edinburgh
    A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
    108
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ballantyne Wealth Management

    Cupar
    We provide impartial wealth management with a 'client first' focus.
    36
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Flying Colours

    Melrose
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8650
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Kirkcaldy
    Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.
    375
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • O'Sullivan Associates

    Haddington
    We believe that they key drivers in a successful relationship with our clients are service and trust.
    43
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dexterity

    Edinburgh
    With so many financial advisers to choose from, why would you come to us? We hold ourselves accountable to a code of conduct, which in summary pledges, "Nothing will we say or do, that we wouldn't appreciate you saying or doing to us".
    23
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants.

    Edinburgh
    Chartered practice providing Pension Transfer Specialist advice on a Muli factor approach incorporating Investments, savings, trusts and estate planning. Independent planning for all your needs
    39
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Roseburgh Financial

    Dalkeith
    I'm a Chartered Financial Planner working with people in their 30s, 40s, 50s, 60s and older living in Edinburgh, Dalkeith and the Lothians.
    137
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Watson Financial Planning

    Berwick upon tweed
    I am an Independent Financial Adviser specialising in Pensions and Investment advice in the Borders, Northumberland and the Lothians. I have over 20 years of experience in financial services
    71
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanta Wealth

    Kirkcaldy
    At Advanta Wealth, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
    22
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent- Mary Hemingway

    Kelso
    I am an independent financial adviser in Coldstream working with clients in Kelso, Berwick upon Tweed and throughout the Scottish Borders. I have spent nearly 10 years building a reputation for trustworthy financial advice in the Scottish Borders and beyond. I specialise in Pensions, Investments, Protection and Inheritance Tax Planning. I also assist clients in the area of retirement planning, encompassing everything from starting saving for your future early, helping your savings grow tax efficiently, assisting you to exit your workplace/business smoothly and then sustaining your income throughout retirement; and eventually helping you pass your estate to your loved ones.
    31
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Edinburgh
    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.
    78
    £250k+
    9.0
    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.