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

Find the best FCA regulated financial advisers in Shotts. Get expert help near you with pensions, investments, retirement planning and more
Shotts, North Lanarkshire, Alba Scotland
Ascot Lloyd

Ascot Lloyd

Wishaw
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
Jordan Cairney
N
Gary Taylor
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Money Advice & Planning

Money Advice & Planning

Wishaw
Initial consultation free
FCA verified
Independent
Let us MAP out your financial future! Wherever you are on your financial journey, let us provide the map to your desired destination
Clients
helped
384
Minimum
wealth
£100k+
Meet the team
Andrew Singleton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Wishaw
Initial consultation free
FCA verified
Independent
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
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Carluke
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
206
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Humboldt Financial

Humboldt Financial

Carluke
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2548
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Georgetown Wealth Management LLP

Georgetown Wealth Management LLP

Motherwell
Initial consultation free
FCA verified
Independent
Professional, trustworthy independent financial advice based in Glasgow and London.
Clients
helped
206
Minimum
wealth
£100k+
Meet the team
Molly Angell
Paul Angell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Motherwell
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Craig Malcolm Bush - Money Advice & Planning Ltd

Craig Malcolm Bush - Money Advice & Planning Ltd

Motherwell
Initial consultation free
FCA verified
Independent
We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
Clients
helped
709
Minimum
wealth
£250k+
Meet the team
Craig Malcolm Bush (DipPFS Cert CII MP)
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
DM Pension & Investment Solutions Ltd

DM Pension & Investment Solutions Ltd

Motherwell
Initial consultation free
FCA verified
Independent
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
235
Minimum
wealth
£50k+
Meet the team
David Mulholland
Matthew Mulholland
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
David Reilly - AFH Wealth Management

David Reilly - AFH Wealth Management

Carluke
Initial consultation free
FCA verified
Independent
At AFH Wealth Management, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
Clients
helped
448
Minimum
wealth
£100k+
Meet the team
David Reilly
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Shotts