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

Find the best FCA regulated financial advisers in Loanhead. Get expert help near you with pensions, investments, retirement planning and more
Loanhead, Midlothian, Alba Scotland
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Edinburgh
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
691
Minimum
wealth
£250k+
Meet the team
Richard Johnston
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
M&G Advice

M&G Advice

Loanhead
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
2245
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Fairstone Group

Fairstone Group

Edinburgh
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15115
Minimum
wealth
£0+
Meet the team
Bryan Amos
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Roy Cooper Clarity IFA

Roy Cooper Clarity IFA

Loanhead
Initial consultation free
FCA verified
Independent
We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
Clients
helped
115
Minimum
wealth
£0+
Meet the team
Roy Cooper
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Thomas James Williams - Forth Capital

Thomas James Williams - Forth Capital

Edinburgh
Initial consultation free
FCA verified
Independent
Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
Clients
helped
83
Minimum
wealth
£150k+
Meet the team
Thomas James Williams
Can help with
Pensions & retirement
Financial planning
Expatriate finances
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
Chris Arnold at Arcus Wealth

Chris Arnold at Arcus Wealth

Edinburgh
Initial consultation free
FCA verified
Independent
Building solid foundations for a secure financial future
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Chris Arnold
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
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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
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Loanhead
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
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
Frequently Asked Questions about Financial Advisers in Loanhead