Top 20 Independent Financial Advisers in Midlothian

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

    Dalkeith
    I'm a Chartered Financial Planner working with people in their 30s, 40s, 50s, 60s and older living in Edinburgh, Dalkeith and the Lothians.
    131
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cowley & Miller Financial Services Limited

    Edinburgh
    We provide tailored financial advice to individuals, families and small businesses throughout Scotland
    37
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cameron Renton - Renton Wealth Management Ltd

    Dalkeith
    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.
    50
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eildon Financial

    Melrose
    Financial planning and wealth management. Personal and business. Investments, pensions and retirement plans, inheritance tax planning, insurance, mortgages.
    80
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Throp Financial Planning

    Edinburgh
    28
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • McHardy Financial Ltd

    Edinburgh
    When you use a Chartered firm of Financial Planners you are dealing with proven professionals.
    41
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Edinburgh
    Giving you confidence in your financial future
    20
    £250k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Edinburgh
    14
    £50k+
    7.1
    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.
    41
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Edinburgh
    Your personal wealth. Our personal responsibility. Enquire to arrange an initial meeting today, at no cost to you.
    19
    £50k+
    9.0
    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.
  • Charles Crookshank - Continuum Financial Services LLP

    Edinburgh
    Your Financial Future Made Real. I do NOT offer advice on transfers of Final Salary pension schemes.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Edinburgh
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    29
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Edinburgh
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    20
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Edinburgh
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    11
    £250k+
    7.0
    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
    25
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Edinburgh
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    78
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Edinburgh
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dexterity

    Edinburgh
    With so many financial advisers to choose from, why would you come to us? We hold ourselves accountable to a code of conduct, which in summary pledges, "Nothing will we say or do, that we wouldn't appreciate you saying or doing to us".
    16
    £20k+
    8.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Edinburgh
    52
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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

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.