Top 20 Independent Financial Advisers in Lanarkshire
- My Role as a financial adviser is to use my skills, to listen, build a long-term relationship and help you, your family and your business plan for the future taking into consideration short, medium- and long-term needs and objectives.39£50k+9.7Pensions & retirement
- At Lomond Wealth we are inspired by people, not numbers. Our advisors care about building lasting relationships, just as much as lasting wealth. We are driven by the dreams of our clients, working closely with them to form strategies that will realise their hopes and mitigate their fears around investing. Because we believe that in personal financial and wealth management, personal comes first for a reason.< 10£50k+7.0Pensions & retirement
All you need to
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finding adviceDo I need financial advice?
How to understand your own advice needs and when it’s time to ask an adviser.How to find a professional
The different ways you can use Unbiased to identify the ideal adviser for you. Affinity Financial Planning Ltd
Our aim is to help you to achieve your financial objectives29£0+7.0Pensions & retirement- I have been helping clients achieve their financial goals for over 13 years now. I pride myself on giving sound, expert advice in all matters of financial planning, with a specialism in Defined Benefit pensions and redundancy counselling.21£100k+9.3Pensions & 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.