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

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  • Highland Mortgage Company

    Inverness
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Lisa Rooney - True Potential Wealth Management G13

    Inverness
    FCA verified
    A Qualified Financial Adviser with over 15 years’ experience working in the Financial Planning industry offering affordable, honest & transparent advice throughout Scotland.
    70
    £50k+
    Can help with
    Pensions & retirement

  • The Mortgage Shop

    Inverness
    FCA verified
    < 10
    £0+
    Can help with
    Business
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  • Scott Newman at Continuum Financial Services LLP

    Inverness
    FCA verified
    An Independent Chartered Financial Planner with over 20 years advising experience, I provide clear and practical financial advice to allow you to understand, plan and take control of your financial future and plan for retirement.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • 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.
    133
    £0+
    Can help with
    Pensions & retirement

  • Watson Wood Financial Planning

    Inverness
    FCA verified
    Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
    20
    £250k+
    Can help with
    Pensions & retirement

  • Advanced Investment & Retirement Planning Ltd

    Inverness
    FCA verified
    A local firm of Independent Financial Advisers who pride ourselves on providing fair, well researched and transparent financial advice.
    59
    £50k+
    Can help with
    Pensions & retirement

  • 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, investments and inheritance tax planning.
    162
    £100k+
    Can help with
    Pensions & retirement

  • Succession Wealth Management Ltd

    Inverness
    FCA verified
    With offices in both Inverness & Elgin, our four Financial Planners have over fifty years experience in delivering unbiased Independent Financial Advice
    39
    £250k+
    Can help with
    Pensions & retirement

  • Associated Legal & Financial Ltd

    Inverness
    FCA verified
    < 10
    £50k+
    Can help with
    Business

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.