Top 20 Independent Financial Advisers in Currie

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  • 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
  • Executive Wealth Services

    Currie
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    32
    £0+
    7.0
    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.
    43
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Aberdeen
    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.
    26
    £250k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Amer - True Potential Wealth Management

    Sunderland
    My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
    14
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Edinburgh
    Giving you confidence in your financial future
    32
    £250k+
    9.7
    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.
    21
    £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.
    22
    £100k+
    9.6
    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.
    20
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Ascot Lloyd

    Fradley and streethay
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    < 10
    £50k+
    9.2
    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
  • AAB Wealth Chartered Financial Planners

    Edinburgh
    Giving you confidence in your financial future
    32
    £250k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mazars Financial Planning Limited

    Edinburgh
    We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
    38
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Earls barton
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    < 10
    £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.
    60
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fox Life Financial Planning Ltd

    Leeds
    At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.
    New adviser
    £20k+
    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.
    22
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Edinburgh
    Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.
    207
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Edinburgh
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    21
    £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.