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Top 10 Independent (IFAs) & Restricted Financial Advisers in Lanarkshire

Find the best FCA regulated financial advisers in Lanarkshire. Get expert help near you with pensions, investments, retirement planning and more
Lanarkshire, Scotland
Woodside Wealth Ltd

Woodside Wealth Ltd

Strathaven
Initial consultation free
FCA verified
Restricted
Woodside Wealth Ltd has been providing financial advice for over 4 years. We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Ryan Quinn
Andrew Toner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Mortgages
Southern Financial Services

Southern Financial Services

Glasgow
Initial consultation free
FCA verified
Independent
Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
Clients
helped
336
Minimum
wealth
£0+
Meet the team
D
Craig Southern
Paul Santi
M
D
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Clarity Independent Financial Advisers Ltd

Clarity Independent Financial Advisers Ltd

Glenrothes
Initial consultation free
FCA verified
Independent
Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
Clients
helped
232
Minimum
wealth
£0+
Meet the team
K
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Balerno
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
687
Minimum
wealth
£250k+
Meet the team
Richard Johnston
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Glasgow
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1052
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Edinburgh
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1963
Minimum
wealth
£150k+
Meet the team
N
Jordan Cairney
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Loanhead
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
185
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Edinburgh
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
978
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Dunblane
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Dunfermline
Initial consultation free
FCA verified
Independent
Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
Clients
helped
2649
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Frequently Asked Questions about Financial Advisers in Lanarkshire