Top 20 Independent Financial Advisers in Coatbridge

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  • Melville Independent

    Coatbridge
    You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
    16
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bird Stewart Financial Services

    Airdrie
    We take the confusion out of complicated Pension & Investment planning and provide transparency with clear and concise guidance and advice. All of our advisers are diploma qualified and completely independent, so we work for you not the provider.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Philcox - True Potential Wealth Management

    Motherwell
    I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
    178
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Chada at True Potential Wealth Management

    Motherwell
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    18
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DM Pension & Investment Solutions Ltd

    Glasgow
    I specialise in retirement options, pensions, investments and the transfer of final salary & defined benefit pension schemes. I have over 25 years experience as a Financial Adviser and have been awarded Chartered status.
    117
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • James McCallum

    Glasgow
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Southern Financial Services

    Glasgow
    Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
    266
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DPB Wealth Management Ltd

    Glasgow
    At DPB Wealth Management Ltd, we are here to offer you independent, impartial advice and guidance, and we are only ever a phone call or email away.
    50
    £20k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Southern Financial Services

    Motherwell
    Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
    266
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Campbell Financial Services Ltd

    Motherwell
    Independent Financial Advice. Specialising in Investments, Pensions, Mortgages and Protection.
    10
    £20k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Flying Colours

    Motherwell
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8879
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thistle Financial Planning Limited

    Hamilton
    We offer full range of objective financial advice to clients who desire a high level of personal service.
    53
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lomond Wealth Management

    Glasgow
    At Lomond Wealth we are inspired by people, not numbers. Our advisors care about building lasting relationships, just as much as lasting wealth. We are driven by the dreams of our clients, working closely with them to form strategies that will realise their hopes and mitigate their fears around investing. Because we believe that in personal financial and wealth management, personal comes first for a reason.
    49
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Dougan Financial Services Ltd

    Hamilton
    I specialise in Pensions and Retirement Planning - including Flexible Drawdown and annuities. Please call me to make an enquiry, and to find out how we can help you.
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • R & G Financial Services

    Glasgow
    Based in Kirkintilloch and Milngavie we have 6 advisers and provide advice either at our offices or your own home.
    103
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • James Munro – 2plan wealth management

    Glasgow
    Based in the Lenzie and Motherwell area, I can provide advice on products from the whole financial market.
    78
    £50k+
    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.
    64
    £500k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Hope - True Potential

    Glasgow
    You'll receive straightforward, honest advice from me and I'll explain all the options available to you. True Potential are still active in the Final Salary transfer market and are very competitive on the advice fees we charge.
    77
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stephen McMahon

    Glasgow
    With our extensive knowledge we have helped clients take control of their finances and face the future confidently. Find out
    216
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gordon Lowrie at Truly Independent Ltd

    Glasgow
    I am an independent financial adviser in Cumbernauld, with over 32 years’ experience in the financial services industry.
    19
    £20k+
    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?

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