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Top 10 Independent (IFAs) & Restricted Financial Advisers in Banffshire

Find the best FCA regulated financial advisers in Banffshire. Get expert help near you with pensions, investments, retirement planning and more
Banffshire, Alba Scotland
Advies Wealth Ltd

Advies Wealth Ltd

Forres
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
546
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Fairstone Group

Fairstone Group

Inverurie
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Ian Robinson
Richard MacMillan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Lossiemouth
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
196
Minimum
wealth
£250k+
Meet the team
Edward Faulkner
Jeff Simpson
Georgia Hall
Dilara Uyduran
Graeme Robertson
+2
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Inverurie
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
1073
Minimum
wealth
£250k+
Meet the team
C
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Alford
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Richard MacMillan
Ian Robinson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
AC Wealth

AC Wealth

Banchory
Initial consultation free
FCA verified
Independent
Our independent financial planners combine personal attention with a straight-talking, down-to-earth approach, whether looking after your personal finances or your business needs.
Clients
helped
41
Minimum
wealth
£150k+
Meet the team
Russell Anderson
Alan Davidson
Cameron Stewart
Alaina Howie
Stewart Davidson
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Banchory
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
700
Minimum
wealth
£250k+
Meet the team
Andrew Dines
Ian Campbell
Martyn Paterson
Claire Marston
Kelly Shek
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Banff
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
2724
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
William Wilson Wealth Management

William Wilson Wealth Management

Inverurie
Initial consultation free
FCA verified
Restricted
William Wilson Wealth have been providing financial advice for over 40 years.  We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Nadira Campbell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Scott James & Associates

Scott James & Associates

Banff
Initial consultation free
FCA verified
Restricted
Scott James & Associates have been providing financial advice for over 11 years.  We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
35
Minimum
wealth
£100k+
Meet the team
Scott James
Ross McDonald
Scott Kelly
Calum Bruce
Graham Smith
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Banffshire