Top 20 Independent Financial Advisers in Kilmarnock

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  • Flying Colours & Partners

    Kilmarnock
    52
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth.

    Kilmarnock
    We work with people who are at various stages in their life; whether they are starting to accumulate their wealth, approaching retirement and concerned about what the future holds, past retirement and thinking about leaving a legacy for their loved ones or those who are in a transitional phase in their life such as post divorce or post inheritance. We also specialise in pension transfers and assessing final salary pension transfer values to provide clients with financial security throughout their retirement. Due to the impact of Covid-19 we also have contingency plans in place to continue assisting clients on a remote basis as and when required.
    12
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanced Asset Consultants.

    Kilmarnock
    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
    20
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Resolute Financial Advisers LLP

    Kilmarnock
    Do you know what your income will be in retirement? Contact us for a free pension review.
    54
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advanta Wealth 605977

    Kilmarnock
    I prefer old fashioned, face to face advice, and I'm happy to meet you in our Glasgow office, or in the comfort of your own home. Given current travel restrictions, discussions are available via Microsoft Teams, Zoom, Facetime, Skype, WhatsApp etc.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lachlan McLachlan Dip PFS AML Associates Financial Services Ltd

    Kilmarnock
    My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives.
    31
    £50k+
    9.8
    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.

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