Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh

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  • Thomas James Williams - Forth Capital

    Edinburgh
    FCA verified
    Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
    58
    £150k+
    Can help with
    Pensions & retirement

  • Executive Wealth Services

    Currie
    FCA verified
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    254
    £50k+
    Can help with
    Pensions & retirement

  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    390
    £250k+
    Can help with
    Pensions & retirement
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  • Hamilton Financial

    Edinburgh
    FCA verified
    True independent advice with no minimum investment and a modern approach to helping people navigate the often complicated world of investments, pensions, tax and financial planning. We do not outsource our investment management or advice.
    10
    £0+
    Can help with
    Pensions & retirement

  • Craig Malcolm Bush - Money Advice & Planning Ltd

    Edinburgh
    FCA verified
    We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
    383
    £100k+
    Can help with
    Pensions & retirement

  • Rowanbank Financial Consultants Limited

    Edinburgh
    FCA verified
    Based in Edinburgh, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options.
    38
    £50k+
    Can help with
    Pensions & retirement

  • AGL Wealth Management Ltd

    Edinburgh
    FCA verified
    We are the complete wealth management solutions firm of choice across central Scotland.
    71
    £100k+
    Can help with
    Pensions & retirement

  • Clarity IFA Ltd

    Edinburgh
    FCA verified
    We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
    < 10
    £50k+
    Can help with
    Financial planning

  • Hunter Wealth Management Limited

    Edinburgh
    FCA verified
    Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.
    495
    £50k+
    Can help with
    Pensions & retirement

  • Graeme Fernie - True Potential Wealth Management

    Edinburgh
    FCA verified
    I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
    93
    £150k+
    Can help with
    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.