Top 20 Independent Financial Advisers in Lanarkshire

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  • Succession Wealth.

    Kilmarnock
    We work with people who are at various stages in their life; whether they are starting to accumulate their wealth, approaching retirement and concerned about what the future holds, past retirement and thinking about leaving a legacy for their loved ones or those who are in a transitional phase in their life such as post divorce or post inheritance. We also specialise in pension transfers and assessing final salary pension transfer values to provide clients with financial security throughout their retirement. Due to the impact of Covid-19 we also have contingency plans in place to continue assisting clients on a remote basis as and when required.
    16
    £100k+
    10.0
    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
  • Gordon Lowrie at Truly Independent Ltd

    Bathgate
    I am an independent financial adviser in Cumbernauld, with over 32 years’ experience in the financial services industry.
    13
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lisa Rooney - True Potential Wealth Management G72

    Glasgow
    A Qualified Financial Adviser with over 15 years’ experience working in the Financial Planning industry offering affordable, honest & transparent advice throughout Scotland.
    46
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Glasgow
    26
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pension Investment Management Services

    Glasgow
    Providing clients look with a reliable source of financial information, they can trust year in year out since 1993.
    105
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanta Wealth 605977

    Glasgow
    I prefer old fashioned, face to face advice, and I'm happy to meet you in our Glasgow office, or in the comfort of your own home. Given current travel restrictions, discussions are available via Microsoft Teams, Zoom, Facetime, Skype, WhatsApp etc.
    24
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants

    Alloa
    Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
    40
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richstone Park Financial Planning Ltd.

    Hinckley
    We offer unbiased and unrestricted independent financial advice. We consider products from all firms across the whole of the market.
    43
    £20k+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tryst Financial Ltd

    Larbert
    We are a holistic independent financial advice firm, servicing clients throughout Scotland at their home or our office in Larbert.
    49
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • WealthFlow Group Limited

    Edinburgh
    Considered financial planning and smarter investing ensures you live the life you want. Whatever your aspirations.
    < 10
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants Ltd

    Glasgow
    Chartered Financial Planning practice providing Solutions for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.
    51
    £100k+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Watson Financial Planning & Wealth Management

    Glasgow
    We believe in working with our clients to provide them with proactive financial advice tailored to them.
    35
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KPW Investments

    Glasgow
    We provide a unique personal service, offering bespoke and personal advice to each individual not off the shelf products.
    27
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cailean Ltd

    Edinburgh
    We provide a financial planning service tailored to your needs to aim to help you understand where you are financially.
    60
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnston Carmichael Wealth Ltd - Glasgow

    Glasgow
    Chartered Financial Planners helping our clients live life on their terms.
    < 10
    £100k+
    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
  • 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
  • AGL Wealth Management Ltd

    Edinburgh
    We are the complete wealth management solutions firm of choice across central Scotland.
    63
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Woking
    We're experts, we care, we're here so you can protect the life you love.
    29
    £0+
    9.9
    Can help with Advice areas
    & specialisation
    Mortgages

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.