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

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  • Wren Sterling

    Edinburgh
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
    1122
    £50k+
    Can help with
    Pensions & retirement

  • Tilney Private Wealth Management

    Edinburgh
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Edinburgh Wealth Management Limited

    Edinburgh
    FCA verified
    Our first meeting typically lasts for up to an hour and is at our expense.
    < 10
    £100k+
    Can help with
    Pensions & retirement
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  • Advanced Asset Consultants

    Edinburgh
    FCA verified
    Chartered Financial Planning practice providing Solutions throughout the UK for every statge of your financial life,delivering a first class service from a firm that truly puts clients at the centre of everything we do.
    136
    £100k+
    Can help with
    Pensions & retirement

  • Portus Wealth Ltd

    Kinross
    FCA verified
    We specialise in providing quality advice on: Protection Investments Pre and Post Retirement Planning Inheritance Tax and Estate Planning
    38
    £100k+
    Can help with
    Pensions & retirement

  • Truly Independent Ltd

    Dumfries
    FCA verified
    I am your local independent financial adviser. For a no obligation initial conversation, call Martyn Clemie direct on <phone number hidden>.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Andrew Conway - Independent Financial Adviser at One Financial Solutions

    Edinburgh
    FCA verified
    I put your objectives first, planning your finances around them. Goal based financial planning; regardless of how much or little you have to begin with. We (you and I) can design a long term, evidence & goal-based plan, tailored to you and your family.
    194
    £50k+
    Can help with
    Pensions & retirement

  • Craig Malcolm Bush - Money Advice & Planning Ltd

    Edinburgh
    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.
    371
    £100k+
    Can help with
    Pensions & retirement

  • Truly Independent

    Dumfries
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Hargreaves Lansdown

    Edinburgh
    FCA verified
    Hargreaves Lansdown empowers people to save and invest with confidence through award winning investment products, services and advice.
    < 10
    £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.