Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh

Find the best FCA regulated financial advisers in City Of Edinburgh. Get expert help near you with pensions, investments, retirement planning and more

Ascot Lloyd

Edinburgh

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

Start enquiry View profile

AAB Wealth Chartered Financial Planners

Balerno

FCA verified

Giving you confidence in your financial future

Clients
helped

664

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Whatever your financial goals, we’re here to help you achieve them. We focus on understanding your unique aspirations and objectives, then develop solutions specific to your ever evolving needs and life circumstances to achieve your financial aims.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

AAB Wealth Chartered Financial Planners

Edinburgh

FCA verified

Giving you confidence in your financial future

Clients
helped

664

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Melville Independent

Edinburgh

FCA verified

You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity IFA Ltd

Edinburgh

FCA verified

We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.

Clients
helped

< 10

Minimum
wealth

£50k+

Can help with

Financial planning

Start enquiry View profile

Ascot Lloyd

Edinburgh

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

Start enquiry View profile

Fairstone Group

Edinburgh

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

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Titan Wealth Planning Ltd

Edinburgh

FCA verified

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Clayton Cumming - True Potential Wealth Management

Edinburgh

FCA verified

I am a pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary advice, pre and post retirement planning, investments and inheritance tax planning.

Clients
helped

322

Minimum
wealth

£100k+

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.