Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of Edinburgh

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  • Charles Crookshank - Continuum Financial Services LLP

    Edinburgh
    FCA verified
    Your Financial Future Made Real. I advise on investments & Inheritance Tax planning and pensions and family and business protection plans. I do NOT offer advice on transfers of Final Salary pension schemes.
    115
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Edinburgh
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5106
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Edinburgh
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    86
    £0+
    Can help with
    Pensions & retirement
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  • Prism Financial Advice Ltd

    Edinburgh
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1661
    £50k+
    Can help with
    Pensions & retirement

  • Paul Chada at True Potential Wealth Management

    Edinburgh
    FCA verified
    I have been giving quality, honest advice to my clients for over 25 years. I work with all walks of life, nationwide, helping them to achieve their aspirations in all areas of financial planning, including Defined Benefit/Final Salary advice.
    229
    £50k+
    Can help with
    Pensions & retirement

  • Craig Malcolm Bush - Money Advice & Planning Ltd

    Edinburgh
    FCA verified
    We invest your money as if it were our own. Friendly and expert financial advice you can trust. Keeping it Simple. A specialist in Pensions, Investments, Inheritance Tax Planning, Mortgages & Protection. Please get in touch for a friendly chat.
    405
    £100k+
    Can help with
    Pensions & retirement

  • Prism Financial Advice Ltd

    Edinburgh
    FCA verified
    We offer impartial advice in all areas of financial planning. We believe planning is a continuous process and our clients greatly value our ongoing review service. We offer access to professionally managed portfolios tailored to our clients risk profile
    1661
    £50k+
    Can help with
    Pensions & retirement

  • Melville Independent

    Edinburgh
    FCA verified
    You are unique and so is your wealth. Melville Independent plc is committed to be at your side, protecting what you have, developing it, and eventually passing on your wealth to those important to you.
    49
    £100k+
    Can help with
    Pensions & retirement

  • Executive Wealth Services

    Currie
    FCA verified
    We specialise in Lump Sum Investments, Inheritance Tax Planning, ISA Transfers, Pension Transfers.
    257
    £100k+
    Can help with
    Pensions & retirement

  • Personal Money Management

    Currie
    FCA verified
    PMM are specialists in Retirement Planning, Pension Strategy, Estate Planning and Investment Management. We have been operating for 40 years and are signed up to The Pension Transfer Gold Standard code of ethics.
    28
    £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.