Top 20 Independent Financial Advisers in Inverness

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Achieve Financial Planning Ltd

    Inverness
    You can trust us to provide excellent advice at a reasonable cost. We also provide a comprehensive ongoing service.
    23
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Watson Wood Financial Planning

    Elgin
    Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
    25
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Investment & Retirement Planning Ltd

    Inverness
    A local firm of Independent Financial Advisers who pride ourselves on providing fair, well researched and transparent financial advice.
    58
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lisa Rooney - True Potential Wealth Management G13

    Inverness
    A Qualified Financial Adviser with over 15 years’ experience working in the Financial Planning industry offering affordable, honest & transparent advice throughout Scotland.
    70
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • City Financial Inverness

    Inverness
    Offices covering the Highlands and Moray. Independent advice on a range of financial planning from buying first home to drawing pension benefits.
    31
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Stanley & Co Ltd

    Glasgow
    Award winning firm with over 200 years of heritage. 92% client satisfaction rating for service. Enquire for a free consultation.
    65
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth - Mackenzie Investment

    Inverness
    With offices in both Inverness & Elgin, our four Financial Planners have over fifty years experience in delivering unbiased Independent Financial Advice
    33
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Hope - True Potential

    Larbert
    You'll receive straightforward, honest advice from me and I'll explain all the options available to you. True Potential are still active in the Final Salary transfer market and are very competitive on the advice fees we charge.
    30
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Leggatts Financial Services Ltd

    Dingwall
    Offering simple practical advice purely suited to your own individual needs and requirements.
    54
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Macmillan Financial Planning Ltd

    Dingwall
    We offer a professional and personal financial planning service to clients across the Highlands and Islands. Our emphasis is on helping clients to organise and align their finances to help them live life as they want, with confidence.
    18
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.

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.