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

Find the best FCA regulated financial advisers in Sanquhar. Get expert help near you with pensions, investments, retirement planning and more
Sanquhar, Dumfries And Galloway, Alba Scotland
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Strathaven
FCA verified
As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.
Clients
helped
231
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Craig Malcolm Bush - Money Advice & Planning Ltd

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
Woodside Wealth Ltd

Woodside Wealth Ltd

Strathaven
FCA verified
Woodside Wealth Ltd has been providing financial advice for over 4 years. We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Advanta Wealth

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
Bill Eadie - Alexander House Financial Planning Ltd

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
Umar at Money Advice & Planning

Umar at Money Advice & Planning

Strathaven
FCA verified
We invest your money as if it were our own. Friendly, professional financial advice you can trust. Keeping it simple and clear. Helping with pensions, investments, inheritance tax planning, mortgages and protection. Get in touch for a friendly chat.
Clients
helped
105
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Advanta Wealth

Advanta Wealth

Strathaven
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
Craig Malcolm Bush - Money Advice & Planning Ltd

Craig Malcolm Bush - Money Advice & Planning Ltd

Strathaven
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
Clients
helped
10
Minimum
wealth
£0+
Can help with
Pensions & retirement
McPherson Wealth Ltd

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
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.

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