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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  • Phil Anderson Financial Services Ltd

    Dunfermline
    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
    2358
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Glenrothes
    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.
    922
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Coatbridge
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14273
    £0+
    Can help with
    Pensions & retirement
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  • Melville Independent

    Larbert
    FCA verified
    You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
    66
    £100k+
    Can help with
    Pensions & retirement

  • Advanced Asset Consultants Ltd

    Glasgow
    FCA verified
    Chartered Financial Planning practice providing Solutions throughout the UK for every stage of your financial life, delivering a first class service from a firm that truly puts clients at the centre of everything we do.
    327
    £100k+
    Can help with
    Pensions & retirement

  • Advies Wealth Ltd

    Glasgow
    FCA verified
    We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
    349
    £50k+
    Can help with
    Pensions & retirement

  • Hedley Wealth & Financial Planning Ltd

    Dollar
    FCA verified
    Phil is a qualified Chartered Management Accountant and Financial Adviser with a Diploma in Regulated Financial Planning. Phil believes passionately in great customer service and takes pride in helping others to get the most from their finances.
    23
    £50k+
    Can help with
    Pensions & retirement

  • Executive Wealth Services

    Edinburgh
    FCA verified
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    291
    £250k+
    Can help with
    Pensions & retirement

  • DM Pension & Investment Solutions Ltd

    Motherwell
    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.
    225
    £50k+
    Can help with
    Pensions & retirement

  • Southern Financial Services

    Glasgow
    FCA verified
    Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
    332
    £0+
    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.