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

Ascot Lloyd

Wishaw

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1727

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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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

977

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Money Advice & Planning

Wishaw

FCA verified

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

352

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

DM Pension & Investment Solutions Ltd

Wishaw

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 enquiry View profile

McPherson Wealth Ltd

Motherwell

FCA verified

We’re qualified and experienced in financial planning, advising on a range of carefully selected products from Prudential and other carefully selected providers. This is known as a restriced advice service.

Clients
helped

138

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Georgetown Wealth Management LLP

Carluke

FCA verified

Professional, trustworthy independent financial advice based in Glasgow and London.

Clients
helped

191

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Humboldt Financial

Carluke

FCA verified

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

2448

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Georgetown Wealth Management LLP

Motherwell

FCA verified

Professional, trustworthy independent financial advice based in Glasgow and London.

Clients
helped

191

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Motherwell

FCA verified

Clients
helped

977

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Craig Malcolm Bush - Money Advice & Planning Ltd

Motherwell

FCA verified

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

678

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.