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

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

Flying Colours Advice

Penicuik

FCA verified

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

19939

Minimum
wealth

£250k+

Can help with

Pensions & retirement

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Advies Wealth Ltd

Penicuik

FCA verified

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Clients
helped

418

Minimum
wealth

£50k+

Can help with

Start enquiry View profile

I help people from all walks of life build financial security through clear, independent advice. Whether you're planning for retirement, investing for the future, or protecting your family, I offer practical solutions that help you achieve your goals.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Roseview Wealth Management

Penicuik

FCA verified

At Roseview Wealth Management, we pride ourselves on building strong relationships to help provide the best possible results for you.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Titan Wealth Planning Limited

Loanhead

FCA verified

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

3384

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Daniel Galbraith - Kilgour Wealth Management Ltd

Loanhead

FCA verified

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

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

AB1 Financial Planning Ltd

Loanhead

FCA verified

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Edinburgh

FCA verified

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

986

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Titan Wealth Planning Limited

Bonnyrigg

FCA verified

Clients
helped

3384

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Acumen Financial Planning Limited (Scotland)

Edinburgh

FCA verified

We provide clients with a clear vision of their financial future.

Clients
helped

206

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

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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.