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

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

Ascot Lloyd

Falkirk

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

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Clayton Cumming - True Potential Wealth Management

Falkirk

FCA verified

I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.

Clients
helped

322

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Melville Independent

Larbert

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

Barry Stewart Wealth Management Partner - True Potential

Larbert

FCA verified

I offer holistic financial advice, specialising in retirement. I see and service clients throughout Scotland at their home or our office in Larbert.

Clients
helped

104

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Humboldt Financial

Falkirk

FCA verified

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

2448

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Roseview Wealth Management

Falkirk

FCA verified

At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Chris Sheridan MAP Finances

Falkirk

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

Jamie at Forth Capital

Falkirk

FCA verified

Established in 2004 and rated ‘Excellent’ by our clients on Trustpilot, Forth Capital has been providing expert financial planning and wealth management advice, and access to award-winning investment portfolios and pension solutions, for two decades.

Clients
helped

105

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Wren Sterling

Falkirk

FCA verified

We're an Independent Financial Adviser, working with private individuals and corporate clients.

Clients
helped

1854

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Daniel Galbraith - Kilgour Wealth Management Ltd

Falkirk

FCA verified

Chartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.

Clients
helped

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.