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

Find the best FCA regulated financial advisers in Lochgelly. Get expert help near you with pensions, investments, retirement planning and more
Lochgelly, Fife, Alba Scotland
Graeme Fernie - True Potential Wealth Management

Graeme Fernie - True Potential Wealth Management

Cowdenbeath
FCA verified
I am an honest, transparent and professional Financial Planner who will give you sound, financial advice and allow you to put solid plans in place for your future/imminent retirement. No nonsense and no jargon.
Clients
helped
188
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Clarity Independent Financial Advisers Ltd

Clarity Independent Financial Advisers Ltd

Cowdenbeath
FCA verified
Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.
Clients
helped
226
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Ascot Lloyd

Ascot Lloyd

Cowdenbeath
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
Phil Anderson Financial Services Ltd

Phil Anderson Financial Services Ltd

Kelty
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
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Kelty
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
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Burntisland
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
Lowland Financial Ltd

Lowland Financial Ltd

Glenrothes
FCA verified
As Independent Financial Advisers, we have no links or ties to any one provider and can access the very best products from across the whole of the market. This means we can choose the financial products best suited to you without restrictions.
Clients
helped
108
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Advies Wealth Ltd

Advies Wealth Ltd

Kirkcaldy
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
402
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Kirkcaldy
FCA verified
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
Advies Wealth Ltd

Advies Wealth Ltd

Kirkcaldy
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
402
Minimum
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.

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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.