Top 20 Independent Financial Advisers in Prestonpans

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  • Gosford Financial Services Ltd

    Prestonpans
    Covering Edinburgh, Lothians, The Borders and beyond, Gosford Financial Services Ltd offers a thorough and professional service, guiding you through all your financial needs through your lifetime.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Niven Financial Ltd

    Prestonpans
    £10000000 funds under management ( @ 01/02/2021).
    86
    £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.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • George Young IFA

    Tranent
    I offer independent financial advice (whole of market) to private and business clients, primarily in the Edinburgh & Lothians area.
    43
    £0+
    8.2
    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.
    135
    £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.
    93
    £0+
    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.
    69
    £0+
    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
  • Throp Financial Planning

    Edinburgh
    35
    £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

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  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • 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
  • Cowley & Miller Financial Services Limited

    Edinburgh
    We provide tailored financial advice to individuals, families and small businesses throughout Scotland
    38
    £20k+
    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?

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