Top 10 Independent (IFAs) & Restricted Financial Advisers in Juniper Green

Find the best FCA regulated financial advisers in Juniper Green. Get expert help near you with pensions, investments, retirement planning and more

Chris Sheridan MAP Finances

Currie

FCA verified

Wherever you are on your financial journey, let us provide the map to your desired destination

Clients
helped

Recently added

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5951

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Edinburgh

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1727

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Edinburgh

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1727

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Currie

FCA verified

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

977

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Hunter Wealth Management Limited

Edinburgh

FCA verified

Quality advice from experienced, qualified advisers. We take a long term view to clients, who are not transactions.

Clients
helped

563

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Melville Independent

Edinburgh

FCA verified

You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Phil Anderson Financial Services Ltd

Edinburgh

FCA verified

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

2453

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Roy Cooper Clarity IFA

Edinburgh

FCA verified

We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.

Clients
helped

115

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

AAB Wealth Chartered Financial Planners

Edinburgh

FCA verified

Giving you confidence in your financial future

Clients
helped

664

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.