Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh

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  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    371
    £250k+
    Can help with
    Pensions & retirement
  • Executive Wealth Services

    Edinburgh
    FCA verified
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    249
    £50k+
    Can help with
    Pensions & retirement
  • Wren Sterling

    Edinburgh
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
    1106
    £50k+
    Can help with
    Pensions & retirement
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  • Charles Crookshank - Continuum Financial Services LLP

    Edinburgh
    FCA verified
    Your Financial Future Made Real. I advise on investments & Inheritance Tax planning and pensions and family and business protection plans. I do NOT offer advice on transfers of Final Salary pension schemes.
    108
    £50k+
    Can help with
    Pensions & retirement
  • Executive Wealth Services

    Currie
    FCA verified
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    249
    £50k+
    Can help with
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Edinburgh
    FCA verified
    Giving you confidence in your financial future
    371
    £250k+
    Can help with
    Pensions & retirement
  • Personal Money Management

    Currie
    FCA verified
    PMM are specialists in Retirement Planning, Pension Strategy, Estate Planning and Investment Management. We have been operating for 40 years and are signed up to The Pension Transfer Gold Standard code of ethics.
    28
    £50k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Edinburgh
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1485
    £50k+
    Can help with
    Pensions & retirement
  • Graeme Fernie - True Potential Wealth Management

    Edinburgh
    FCA verified
    I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
    91
    £150k+
    Can help with
    Pensions & retirement
  • Prism Financial Advice Ltd

    Edinburgh
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1485
    £50k+
    Can help with
    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.