Top 20 Independent Financial Advisers in City Of Edinburgh

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  • 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".
    19
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Stanley & Co Ltd

    Edinburgh
    Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
    65
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aberdein Considine & Co

    Aberdeen
    We can be judged by the willingness of many of our clients to recommend us to their family, friends & colleagues.
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Coventry
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    19
    £250k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Chada at True Potential Wealth Management

    Magherafelt
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Edinburgh
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    80
    £50k+
    7.0
    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
    32
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Executive Wealth Services

    Edinburgh
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    54
    £50k+
    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.
    107
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cailean Ltd

    Edinburgh
    We provide a financial planning service tailored to your needs to aim to help you understand where you are financially.
    60
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • WealthFlow Group Limited

    Edinburgh
    Considered financial planning and smarter investing ensures you live the life you want. Whatever your aspirations.
    < 10
    £500k+
    7.0
    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.
    14
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Edinburgh
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    46
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Murray Asset Management UK Limited

    Edinburgh
    Our clients’ best interests are at the heart of everything. We strive to earn and retain their confidence and trust.
    36
    £50k+
    7.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Edinburgh
    56
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AB1 Financial Planning Ltd

    Edinburgh
    42
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Edinburgh
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    51
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bluesky Independent Wealth Managers Ltd

    Edinburgh
    Covid-19 update - We are here to help and providing remote advice over the telephone or internet. The initial no-obligation meeting is always at our expense. Chartered Financial Planners, Chris & Kevin, specialise in Planning for Retirement and tax efficiency of your wealth.
    84
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Planning

    Edinburgh
    We provide clients with a clear vision of their financial future.
    15
    £250k+
    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.