Top 20 Independent Financial Advisers in City Of Edinburgh

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  • Sterling Scotia Limited

    Edinburgh
    I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
    42
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Personal Money Management

    Currie
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AMIA Wealth Management Ltd

    Edinburgh
    Very personal and friendly service, based in the west end of Edinburgh. Truly independent advice, with the client's best interest always at the centre of what I recommend.
    18
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AB1 Financial Planning Ltd

    Edinburgh
    40
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Edinburgh
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    19
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bluesky Independent Wealth Managers Ltd

    Edinburgh
    Covid-19 update - We are here to help and providing remote advice over the telephone or internet. The initial no-obligation meeting is always at our expense. Chartered Financial Planners, Chris & Kevin, specialise in Planning for Retirement and tax efficiency of your wealth.
    78
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Edinburgh
    Your personal wealth. Our personal responsibility. Enquire to arrange an initial meeting today, at no cost to you.
    19
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Murray Asset Management UK Limited

    Edinburgh
    Our clients’ best interests are at the heart of everything. We strive to earn and retain their confidence and trust.
    34
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles Crookshank - Continuum Financial Services LLP

    Edinburgh
    Your Financial Future Made Real. I do NOT offer advice on transfers of Final Salary pension schemes.
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter Wealth Management Limited

    Edinburgh
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Advanced Asset Consultants.

    Edinburgh
    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
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dexterity

    Edinburgh
    With so many financial advisers to choose from, why would you come to us? We hold ourselves accountable to a code of conduct, which in summary pledges, "Nothing will we say or do, that we wouldn't appreciate you saying or doing to us".
    14
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Independent Women

    Edinburgh
    Our philosophy is simple: to offer you clear-cut expertise that helps you get the most from your money.
    69
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Edinburgh
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AAB Wealth Chartered Financial Planners

    Edinburgh
    Giving you confidence in your financial future
    18
    £250k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GS Group

    Edinburgh
    Unbiased whole of the market advice on * Existing and New Savings/Investments; * Pensions (Retirement Planning); * Estate and Inheritance Tax Planning; * Personal and Business Protection.
    41
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Edinburgh
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AGL Wealth Management Ltd

    Edinburgh
    We are the complete wealth management solutions firm of choice across central Scotland.
    60
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WealthFlow Group Limited

    Edinburgh
    Considered financial planning and smarter investing ensures you live the life you want. Whatever your aspirations.
    < 10
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • McHardy Financial Ltd

    Edinburgh
    When you use a Chartered firm of Financial Planners you are dealing with proven professionals.
    41
    £100k+
    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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