Top 20 Independent Financial Advisers in Bathgate

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • 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.
    19
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whyte Sharp Independent

    Livingston
    Whether you are looking for individual or business related financial guidance we are here to help. Contact us today for confidential advice.
    < 10
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Livingston
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
    184
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Hope - True Potential

    Livingston
    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.
    72
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Livingston
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8702
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rutland Independent Wealth Management LLP

    Livingston
    We offer a bespoke independent financial advice service in all areas of financial planning.
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Select Wealth Managers

    Livingston
    Independent, Chartered Advice. The initial meeting is at our cost and there is no obligation to proceed any further.
    32
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AHR Private Clients

    Livingston
    AHR Private Clients is an independent financial advisory revolutionising private banking and financial advice in the UK. We have created a completely holistic & bespoke service to ensure that all aspects of private financial planning are covered in house.
    New adviser
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Morrison Personalised Wealth Management

    Linlithgow
    Chartered - Highly recommended, experienced, highest level qualifications. Video calls, telephone and face to face advice.
    33
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GMB Portfolio Services Ltd

    Livingston
    A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
    92
    £0+
    7.0
    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.
  • Stephen McMahon

    Falkirk
    With our extensive knowledge we've helped clients take control of their finances and face the future confidently. Find out how by arranging a no obligation initial consultation
    72
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Throp Financial Planning

    Linlithgow
    196
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Robert Hope - True Potential

    Falkirk
    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.
    72
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Broxburn
    We're experts, we care, we're here so you can protect the life you love.
    119
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Throp Financial Planning

    Falkirk
    196
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sarah Tory - Chartered Financial Planner

    Falkirk
    An experienced Chartered Financial Planner where the focus is on you. Simple, honest, professional advice . I am very happy to do video/Skype calls if needed.
    28
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Boness
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5108
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Antonine Investment Managers

    Grangemouth
    Our approach is to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving them the financial freedom to eventually work through choice and not necessity.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants

    Falkirk
    Chartered practice providing Pension Transfer Specialist advice on a holistic approach incorporating Investments, savings, trusts and estate planning.
    52
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Falkirk
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5108
    £0+
    9.0
    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.