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

Find the best FCA regulated financial advisers in Midlothian. Get expert help near you with pensions, investments, retirement planning and more
Midlothian, Alba Scotland
Evelyn Partners

Evelyn Partners

Dalkeith
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1011
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Invest Retire Protect Limited

Invest Retire Protect Limited

Bonnyrigg
Initial consultation free
FCA verified
Restricted
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Mark McCafferty
Dani Rose ORyan
Stephen Manson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Dalkeith
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3563
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Roseview Wealth Management

Roseview Wealth Management

Penicuik
Initial consultation free
FCA verified
Restricted
At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.
Clients
helped
67
Minimum
wealth
£50k+
Meet the team
Kevin Barr
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Bonnyrigg
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3563
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
D
R
J
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Titan Wealth Planning Limited

Titan Wealth Planning Limited

Loanhead
Initial consultation free
FCA verified
Independent
Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves
Clients
helped
3563
Minimum
wealth
£50k+
Meet the team
Darren Jones
Jim Williams
C
D
D
+9
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
af

AB1 Financial Planning Ltd

Loanhead
Initial consultation free
FCA verified
Independent
Clients
helped
48
Minimum
wealth
£0+
Meet the team
Alistair Blyth
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Evelyn Partners

Evelyn Partners

Bonnyrigg
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1011
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Daniel Galbraith - Kilgour Wealth Management Ltd

Daniel Galbraith - Kilgour Wealth Management Ltd

Loanhead
Initial consultation free
FCA verified
Independent
Chartered financial adviser offering holistic financial planning advice. Kilgour Wealth Management Ltd is a boutique wealth management family office based in Loanhead that serves clients across the UK.
Clients
helped
88
Minimum
wealth
£100k+
Meet the team
Daniel Galbraith
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Flying Colours Advice

Flying Colours Advice

Penicuik
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20078
Minimum
wealth
£150k+
Meet the team
David Lemar
Liviu Ratoi
Carl Williams
Arthur Childs
Natalie Donnell
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Midlothian