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Top 10 Independent (IFAs) & Restricted Financial Advisers in Fort Augustus

Find the best FCA regulated financial advisers in Fort Augustus. Get expert help near you with pensions, investments, retirement planning and more
Fort Augustus, Highland, Alba Scotland
Stewart Lyon Limited

Stewart Lyon Limited

Inverness
FCA verified
Let us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
Clients
helped
173
Minimum
wealth
£0+
Can help with
Pensions & retirement
Wren Sterling

Wren Sterling

Inverness
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
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Inverness
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
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Inverness
FCA verified
We provide clients with a clear vision of their financial future.
Clients
helped
205
Minimum
wealth
£250k+
Can help with
Pensions & retirement
mf

Mila Financial Planning

Inverness
FCA verified
Mike from Mila Financial Planning has been providing financial advice for over 10 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.
Clients
helped
41
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Advies Wealth Ltd

Advies Wealth Ltd

Inverness
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
Wren Sterling

Wren Sterling

Inverness
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
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Inverness
FCA verified
We provide clients with a clear vision of their financial future.
Clients
helped
205
Minimum
wealth
£250k+
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.