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

Find the best FCA regulated financial advisers in Coatbridge. Get expert help near you with pensions, investments, retirement planning and more
Coatbridge, North Lanarkshire, Alba Scotland
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Coatbridge
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.
Clients
helped
231
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Fairstone Group

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 & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14562
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Advanta Wealth

Advanta Wealth

Coatbridge
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.
Clients
helped
986
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Advies Wealth Ltd

Advies Wealth Ltd

Bellshill
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
418
Minimum
wealth
£50k+
Can help with
Start enquiryView profile
Campbell Financial Services Ltd

Campbell Financial Services Ltd

Coatbridge
FCA verified
Independent Financial Advice. Specialising in Investments, Pensions, Mortgages and Protection.
Clients
helped
90
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Airdrie
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.
Clients
helped
231
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
DM Pension & Investment Solutions Ltd

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.
Clients
helped
231
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
cs

Chris Sheridan MAP Finances

Glasgow
FCA verified
Wherever you are on your financial journey, let us provide the map to your desired destination
Clients
helped
Recently added
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Advanta Wealth

Advanta Wealth

Glasgow
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.
Clients
helped
986
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Bellshill
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.
Clients
helped
231
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
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.

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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.