Top 20 Independent Financial Advisers in Dunfermline

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  • Wren Sterling

    Dunfermline
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    45
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cameron Renton - Renton Wealth Management Ltd

    Dunfermline
    Having a clear financial plan provides you the confidence to pursue the things that really matter to you. We’re here to help you make positive choices today, navigate future challenges and develop your plan as your circumstances evolve.
    55
    £0+
    9.0
    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
  • Portus Wealth Ltd

    Kinross
    We specialise in providing quality advice on: Protection Investments Pre and Post Retirement Planning Inheritance Tax and Estate Planning
    37
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Inverkeithing
    55
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Dunfermline
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
    36
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sarah Miller - GS Financial Services

    Dunfermline
    An Independent Financial Adviser passionate about delivering simple, honest advice and helping clients to achieve their goals and objectives.
    14
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Boness
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    56
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Throp Financial Planning

    Linlithgow
    36
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Morrison Personalised Wealth Management

    Linlithgow
    Chartered - Highly recommended, experienced, highest level qualifications. Video calls, telephone and face to face advice.
    33
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Portus Wealth Ltd

    Kinross
    We specialise in providing quality advice on: Protection Investments Pre and Post Retirement Planning Inheritance Tax and Estate Planning
    37
    £100k+
    9.0
    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
  • 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
  • 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
  • Stephen McMahon

    Falkirk
    With our extensive knowledge we've helped clients take control of their finances and face the future confidently. Find out how by arranging a no obligation initial consultation
    68
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Select Wealth Managers

    Livingston
    Independent, Chartered Advice. The initial meeting is at our cost and there is no obligation to proceed any further.
    30
    £0+
    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

    Edinburgh
    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
  • Alexander House Financial Services Ltd

    Clackmannan
    Providing experienced financial advice remotely - I am an Independent Financial Adviser with over 20 years experience, offering modern thinking, traditional values & transparent advice.
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanta Wealth

    Biggar
    At Advanta Wealth, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
    New adviser
    £20k+
    9.1
    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.