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

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

McPherson Wealth Ltd

Dumfries

FCA verified

We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other carefully selected providers. This is known as a restriced advice service.

Clients
helped

138

Minimum
wealth

£0+

Can help with

Pensions & retirement

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Ascot Lloyd

Dumfries

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

Annandale Financial Services LLP

Dumfries

FCA verified

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Lanark

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

Bill Eadie - Alexander House Financial Planning Ltd

Lanark

FCA verified

Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.

Clients
helped

440

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Craig Malcolm Bush - Money Advice & Planning Ltd

Lanark

FCA verified

We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.

Clients
helped

678

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

David Reilly - AFH Wealth Management

Carluke

FCA verified

At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.

Clients
helped

440

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

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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.