Top 10 Independent (IFAs) & Restricted Financial Advisers in Newbridge
Find the best FCA regulated financial advisers in Newbridge. Get expert help near you with pensions, investments, retirement planning and more
Melville Independent
Livingston
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
helped
67
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
AC Wealth
South queensferry
FCA verified
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
helped
16
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Titan Wealth Planning Limited
Livingston
FCA verified
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
helped
3357
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Titan Wealth Planning Limited
South queensferry
FCA verified
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
helped
3357
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Roseview Wealth Management
Livingston
FCA verified
At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped
helped
62
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Melville Independent
South queensferry
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
helped
67
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Advanta Wealth
South queensferry
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
helped
977
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Titan Wealth Planning Limited
South queensferry
FCA verified
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
helped
3357
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Titan Wealth International
South queensferry
FCA verified
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
helped
722
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Phil Anderson Financial Services Ltd
South queensferry
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
helped
2453
Minimum
wealth
wealth
£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.