Top 20 Independent Financial Advisers in Balerno

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  • Executive Wealth Services

    Currie
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    159
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Personal Money Management

    Currie
    PMM are specialists in Retirement Planning, Pension Strategy, Estate Planning and Investment Management. We have been operating for 40 years and are signed up to The Pension Transfer Gold Standard code of ethics.
    28
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Edinburgh
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    164
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • AAB Wealth Chartered Financial Planners

    Edinburgh
    Giving you confidence in your financial future
    130
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Edinburgh
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    228
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Edinburgh
    We're experts, we care, we're here so you can protect the life you love.
    200
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages

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  • Campbell Financial Services Ltd

    Edinburgh
    Independent Financial Advice. Specialising in Investments, Pensions, Mortgages and Protection.
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Roy Cooper Clarity IFA

    Edinburgh
    We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
    10
    £0+
    8.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Edinburgh
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    554
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Edinburgh

    Edinburgh
    Chartered Financial Planners helping our clients live life on their terms.
    30
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Crookshank - Continuum Financial Services LLP

    Edinburgh
    Your Financial Future Made Real. I do NOT offer advice on transfers of Final Salary pension schemes.
    34
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whyte Sharp Independent

    Edinburgh
    Whether you are looking for individual or business related financial guidance we are here to help. Contact us today for confidential advice.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • McHardy Financial Ltd

    Edinburgh
    When you use a Chartered firm of Financial Planners you are dealing with proven professionals.
    41
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AMIA Wealth Management Ltd

    Edinburgh
    Very personal and friendly service, based in the west end of Edinburgh. Truly independent advice, with the client's best interest always at the centre of what I recommend.
    23
    £100k+
    9.4
    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.
    5508
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Broxburn
    We're experts, we care, we're here so you can protect the life you love.
    200
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Executive Wealth Services

    Edinburgh
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    159
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Edinburgh
    395
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Edinburgh

    Edinburgh
    Chartered Financial Planners helping our clients live life on their terms.
    30
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants

    Edinburgh
    Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
    56
    £100k+
    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.