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

Find the best FCA regulated financial advisers in Lanarkshire. Get expert help near you with pensions, investments, retirement planning and more.
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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.
    316
    £100k+
    Can help with
    Pensions & retirement

  • Woodside Wealth Ltd

    Glasgow
    FCA verified
    Woodside Wealth Ltd has been providing financial advice for over 4 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 most.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Umar at Money Advice & Planning

    Kirkcaldy
    FCA verified
    We invest your money as if it were our own. Friendly, professional financial advice you can trust. Keeping it simple and clear. Helping with pensions, investments, inheritance tax planning, mortgages and protection. Get in touch for a friendly chat.
    98
    £50k+
    Can help with
    Pensions & retirement
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  • Johnston Carmichael Wealth - Glasgow

    Stirling
    FCA verified
    Chartered Financial Planners helping our clients live life on their terms.
    37
    £250k+
    Can help with
    Pensions & retirement

  • DM Pension & Investment Solutions Ltd

    Glasgow
    FCA verified
    As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.
    228
    £50k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Edinburgh
    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
    2407
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Dunfermline
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    950
    £250k+
    Can help with
    Pensions & retirement

  • Acumen Financial Planning Limited (Scotland)

    Glasgow
    FCA verified
    We provide clients with a clear vision of their financial future.
    203
    £250k+
    Can help with
    Pensions & retirement

  • Advies Wealth Ltd

    Linlithgow
    FCA verified
    We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
    380
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Edinburgh
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1672
    £150k+
    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.

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.