Best Financial Advisers in Scotland

Quickly connect with the top independent financial advisers and wealth management specialists serving Scotland. Read reviews from verified customers. Post your requirements and get no obligation estimates.

Established in 2005, we are a team of independent financial advisers, based in East Edinburgh. We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions. Our team are enthusiastic about what we do, and aim to form life-long relationships with our clients. Additionally, we believe that
The Firm of J. R. Pritchard Financial and Assurance Consultants was established in 1985 by the late Mr. Ron Pritchard. His philosophy was that the single most important asset in the business were the clients, and as the business grew, the importance of placing the clients' interests first has always been impressed upon all members of staff. The aim
Here at the Independent Financial Advice Centre we offer advice on every aspect of financial planning including retirement planning, investments, pensions, inheritance tax, insurance and mortgages. At the Independent Financial Advice Centre we strive on making the best recommendations to suit your needs and requirements. As such, we would create a personal
A trusted Edinburgh IFA and Lothians IFA, Torphin Financial Planning offers professional guidance specifically on Investments, Pensions, Inheritance Tax Planning and Trusts. Are you looking for a local, Edinburgh IFA? With many of our clients either retired, or looking towards retirement, we aim to help you organise your finances so that you can feel
As an Independent Financial Adviser (or IFA) we offer independent advice on financial matters such as pensions and investments. We work on our client's behalf and do not represent any product providers such as banks or insurance companies. Therefore being independent allows us to recommend suitable financial products from the whole of the market. We
Advantage Wealth Management is a family business, established in Helensburgh, in 2013 and we recognise that understanding the lifestyle you want for you and your family can bring enormous benefits. We are dedicated to ensuring our clients receive the best advice from friendly and knowledgeable financial advisers. It is this commitment to a superior
Ian is passionate about helping clients to get to understand their life's goals and objectives through financial planning. Having worked customer service roles for over 20 years I pride myself on understanding what good client relationships are and strive to always exceed expectations. With an extensive administration experience, I am pleased to be
We are an independent financial planning practice based in Troon, Ayrshire. We specialise in providing comprehensive financial life planning services to a select number of private clients and their families. As Financial Planners, our approach is broader than that of a traditional financial adviser. We help you make decisions about your future; we gently
We will provide you with the clarity and understanding you desire and that gives you the reassurance that all your important financial issues are being fully taken care of by a team you trust. We think it's a really important part of our job to remind our clients of that and to ask those big questions. In other words, what sort of life are you living
We are generalist Independent Financial Advisers with 27 years in Financial Services. On a professional and personal level I have always been involved in the property market, this has given me a considerable knowledge level which I am quite happy to pass onto clients. We look for solutions not obstacles and we do not charge upfront fees! We also have
With a combined 170 years of experience, we pride ourselves on our friendly approach and excellent results. While developing a customised financial program, we will walk you through a step-by-step process to help you feel confident in your decisions. Once your goals have been established, we will customise appropriate strategies to suit your vision
Integrity Asset Management Limited's advisory service consists of six basic stages and these have been designed to ensure clients receive the optimum advice on the most cost effective basis while also ensuring that individual needs and requirements are fully met. All client enquiries will receive a preliminary assessment of their circumstances and requirements
Founded in 2004 by Andrew Finnie, who still manages the company today; Border Finance Ltd is a well-established financial adviser business operating throughout Dumfries & Galloway. We have a dedicated team offering a range of knowledge across the entire financial services arena. Under Andrew's supervision and input together with the commitment of our
We offer more than just Financial Advice. We build long term trusting relationships with our clients and take the time to listen to their needs. Discovering what your financial ambitions are will enable us to provide progressive advice as your life circumstances change. With expert financial guidance, cutting edge industry software and a by-step approach