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

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

Campbell Financial Services Ltd

Coatbridge
Initial consultation free
FCA verified
Independent
Independent Financial Advice. Specialising in Investments, Pensions, Mortgages and Protection.
Clients
helped
95
Minimum
wealth
£0+
Meet the team
K
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Motherwell
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
My Pension Expert

My Pension Expert

Glasgow
Initial consultation free
FCA verified
Restricted
We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
653
Minimum
wealth
£0+
Meet the team
Katie Winks
Thomas Lee
Richard Harrison
James Allott
David Taylor
+4
Can help with
Pensions & retirement
Money Advice & Planning

Money Advice & Planning

Wishaw
Initial consultation free
FCA verified
Independent
Let us MAP out your financial future! Wherever you are on your financial journey, let us provide the map to your desired destination
Clients
helped
384
Minimum
wealth
£100k+
Meet the team
Andrew Singleton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Bellshill
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
2657
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
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Glasgow
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
211
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Jenny Madhoo
Keith Mackie
Kevin MacKenzie
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
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
2657
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
Invest Retire Protect Limited

Invest Retire Protect Limited

Bellshill
Initial consultation free
FCA verified
Restricted
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
David Reilly - AFH Wealth Management

David Reilly - AFH Wealth Management

Bellshill
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
448
Minimum
wealth
£100k+
Meet the team
David Reilly
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Advanta Wealth

Advanta Wealth

Bellshill
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
1055
Minimum
wealth
£250k+
Meet the team
Lindsay Janyckyj
Melissa Charles
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in North Lanarkshire