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

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

Titan Wealth Planning Limited

Bathgate

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

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Libertas Financial Management

Bathgate

FCA verified

We are a truly Independent Financial Advice firm with our clients at the heart of everything we do. Our values are built on establishing long term client relationships to help you achieve your financial goals.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Hymans Robertson Personal Wealth

Bathgate

FCA verified

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

183

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Advies Wealth Ltd

Bathgate

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

Evelyn Partners

Bathgate

FCA verified

"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

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Bathgate

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

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Clarity Independent Financial Advisers Ltd

Livingston

FCA verified

Our philosophy is simple : clear, transparent advice helping you put strategies in place that are appropriate and cost effective.

Clients
helped

228

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Ryan Bunyan at Continuum Financial Services

Linlithgow

FCA verified

I'm an Independent Financial Adviser based in Fife, covering Scotland. I can offer face to face or virtual meetings. I'm here to help clients make the correct financial decisions both now and in the future.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Phil Anderson Financial Services Ltd

Linlithgow

FCA verified

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Clients
helped

2465

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

GMB Portfolio Services Ltd

Livingston

FCA verified

A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.

Clients
helped

Minimum
wealth

£0+

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.