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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

Glasgow
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
Executive Wealth Services

Executive Wealth Services

Edinburgh
Initial consultation free
FCA verified
Independent
We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
Clients
helped
300
Minimum
wealth
£250k+
Meet the team
David Garvey
Clara Jackson
K
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Linlithgow
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
2743
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
337
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
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Edinburgh
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
700
Minimum
wealth
£250k+
Meet the team
Richard Johnston
Patrick Christie
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Advanta Wealth

Advanta Wealth

Edinburgh
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
1075
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Hamilton
Initial consultation free
FCA verified
Independent
As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.
Clients
helped
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Coatbridge
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
2743
Minimum
wealth
£50k+
Meet the team
Emma Reid
Peter Brown
Kevin Philip
Neil Gallagher
Laura Stephen
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Ryan Bunyan at Continuum Financial Services

Ryan Bunyan at Continuum Financial Services

Linlithgow
Initial consultation free
FCA verified
Independent
I'm an Independent Financial Adviser based in Fife, covering Scotland. I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.
Clients
helped
27
Minimum
wealth
£50k+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
David Reilly - AFH Wealth Management

David Reilly - AFH Wealth Management

Glasgow
Initial consultation free
FCA verified
Independent
At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
Clients
helped
450
Minimum
wealth
£100k+
Meet the team
David Reilly
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Lanarkshire