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

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  • Marc Lezar - PRG Financial Planners Ltd

    Livingston
    FCA verified
    I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
    168
    £0+
    Can help with
    Pensions & retirement

  • Georgetown Wealth Management LLP

    Hamilton
    FCA verified
    Professional, trustworthy independent financial advice based in Glasgow and London.
    43
    £100k+
    Can help with
    Pensions & retirement

  • Acumen Financial Planning Limited (Scotland)

    Grangemouth
    FCA verified
    We provide clients with a clear vision of their financial future.
    66
    £250k+
    Can help with
    Pensions & retirement
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  • Succession Wealth

    Glasgow
    FCA verified
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    227
    £100k+
    Can help with
    Pensions & retirement

  • James Munro – 2plan wealth management

    Glasgow
    FCA verified
    Based in the Lenzie and Motherwell area, I can provide advice on products from the whole financial market.
    85
    £50k+
    Can help with
    Pensions & retirement

  • Rowanbank Financial Consultants Limited

    Edinburgh
    FCA verified
    Based in Edinburgh, we provide financial advice to individuals at all stages of their financial planning cycle. Whether you are assessing your finances for the first time or you want to know more about your retirement options.
    38
    £50k+
    Can help with
    Pensions & retirement

  • Principal & Prosper Limited

    Glasgow
    FCA verified
    We’re Independent Financial Advisors who will advise you on investments, non-investment insurance products, mortgages and much more. Our advice is independent, impartial and covers a wide range of financial services across the whole financial market.
    29
    £250k+
    Can help with
    Pensions & retirement

  • Roy Cooper Clarity IFA

    Edinburgh
    FCA verified
    We want to help you achieve your financial goals by providing clear, transparent advice and tailored, cost-effective solutions.
    108
    £0+
    Can help with
    Pensions & retirement

  • Stephen McMahon

    Edinburgh
    FCA verified
    With our extensive knowledge we have helped clients take control of their finances and face the future confidently. Find out
    251
    £50k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Glasgow
    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
    1184
    £50k+
    Can help with
    Pensions & retirement

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.