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

Find the best FCA regulated financial advisers in Inverness. Get expert help near you with pensions, investments, retirement planning and more
Inverness, Highland, Alba Scotland
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Mila Financial Planning

Inverness
Initial consultation free
FCA verified
Restricted
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
55
Minimum
wealth
£50k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Wren Sterling

Wren Sterling

Inverness
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped
1940
Minimum
wealth
£50k+
Meet the team
Kevin Munro
Alistair McNeil
Graeme Beattie
Greg Allan
Lisa Barnes
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Inverness
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Clayton Cumming - True Potential Wealth Management

Clayton Cumming - True Potential Wealth Management

Inverness
Initial consultation free
FCA verified
Restricted
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
337
Minimum
wealth
£100k+
Meet the team
Clayton Cumming
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
M&G Advice

M&G Advice

Inverness
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2233
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Inverness
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
211
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Jenny Madhoo
Keith Mackie
Kevin MacKenzie
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Acumen Financial Planning Limited (Scotland)

Acumen Financial Planning Limited (Scotland)

Inverness
Initial consultation free
FCA verified
Independent
We provide clients with a clear vision of their financial future.
Clients
helped
211
Minimum
wealth
£250k+
Meet the team
Evan Duffus
Sue Williamson
Jenny Madhoo
Keith Mackie
Kevin MacKenzie
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Advies Wealth Ltd

Advies Wealth Ltd

Inverness
Initial consultation free
FCA verified
Independent
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
527
Minimum
wealth
£50k+
Meet the team
Aatif Shafi
Can help with
Wren Sterling

Wren Sterling

Inverness
Initial consultation free
FCA verified
Independent
We're an Independent Financial Adviser, working with private individuals and corporate clients.
Clients
helped
1940
Minimum
wealth
£50k+
Meet the team
Kevin Munro
Alistair McNeil
Graeme Beattie
Greg Allan
Lisa Barnes
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Stewart Lyon Limited

Stewart Lyon Limited

Inverness
Initial consultation free
FCA verified
Independent
Let us guide you through today's financial maze, from buying your first house to planning for your retirement and beyond.
Clients
helped
183
Minimum
wealth
£0+
Meet the team
A
C
D
R
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Frequently Asked Questions about Financial Advisers in Inverness