Find an Independent or Restricted Financial Adviser

At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.

We provide sound, financial solutions for our client's needs for today and for their future.

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

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.

A Chartered Financial Planner providing clear, impartial and independent advice. Discussions can be held in person, via email or over the phone.

We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.

Innovare Financial Planning have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.