Money Matters: Discover the Best Financial Advisers in Scotland

Get expert financial guidance in Scotland with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in Scotland who suits your needs.

Find financial advisers near you
We are a local family run firm of Independent Financial Advisers (IFA) with a focus on pension, investment and protection advice. We offer a range of services including pension consolidation, retirement planning, and financial advice. Our experienced team, led by Chartered Financial Planner David Mulholland, provides a friendly and professional service with home visits throughout Lanarkshire and Glasgow. We pride ourselves on our commitment to transparency and professionalism, with a focus on making the advice process easy for our clients.
The reviewers praise DM Solutions and their advisors for their friendly, professional, and knowledgeable approach to pension and financial planning.
5.0
Based on 28 reviews
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The Independent Financial Advice Centre is a Chartered firm of financial planners, dedicated to helping individuals and business owners achieve their financial goals. With offices in Paisley and Clarkston, we offer a range of services including financial planning, retirement planning, investment advice, and mortgage advice. Our team of experienced advisors are committed to providing expert guidance and tailored solutions to help our clients achieve financial freedom. We take the time to get to know our clients, understanding their unique circumstances and goals, and create personalized plans to help them achieve financial security. Whether you're planning for retirement, navigating as a business owner, or simply seeking investment advice, we're here to help.
The reviewers praised IFAC for their exceptional service, expert advice, and friendly staff, making it a highly recommended financial advisory centre.
5.0
Based on 28 reviews
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Harris Independent Financial Advice (HIA) is a leading provider of independent financial advice, offering wealth management, pension planning, and investment advice services to clients across the UK. With a team of expert advisors, HIA provides unbiased advice on various aspects of personal finance, including mortgages, life insurance, and buy-to-let investments. With over 19 years of combined experience in the financial industry, HIA's advisors can guide clients in achieving their financial goals.
The reviews highlight exceptional service, knowledge, and expertise, with advisors going above and beyond to provide personalized guidance and support.
5.0
Based on 15 reviews
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Welcome to Newark Wealth, a fresh approach to financial advice. We get it - money can be overwhelming. But we're here to help you unlock the potential of your wealth, while having some fun along the way. We'll demystify the world of pensions, ISAs, tax and mortgages and transform them into something that not only makes sense, but also makes you excited about your financial journey. We'll make things clear and easy to understand. We tailor our advice to your specific needs and goals, ensuring that your money works for you, not the other way around. Whether you're dreaming of that epic round-the-world trip, saving for a deposit on your dream home, or just looking to enjoy life without constant money worries, we'll help you understand your money isn't a chore, but an enjoyable journey.
The reviews are overwhelmingly positive, praising the team's professionalism, personalized approach, and expertise.
5.0
Based on 9 reviews
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Mearns & Company is an Edinburgh-based team of financial advisers and employee benefits consultants, providing financial planning and employee benefits advice to our clients. With over 30 years of experience, we have a strong, ethical culture and are committed to delivering a first-class service. We have been awarded the Gold Standard for Independent Financial Advice ten times since 2009 and have won numerous awards for our services. We help individuals with their financial planning and employers with their employee benefits. Our team of experts develop strategies to help our clients achieve their goals.
The reviewers unanimous praise Mearns & Co for their professionalism, personalized service, expertise, and excellent communication.
5.0
Based on 8 reviews
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Prosperity Financial Solutions is a Glasgow-based independent financial advisor providing bespoke advice on pensions, investments, protection, and mortgages. We help clients achieve their long-term financial aspirations through our holistic, transparent, and ethical approach.
The reviewers praised the exceptional customer service, speed, and efficiency of the services provided by Prosperity Financial Solutions, as well as the personal touch and long-term relationships built with their advisors.
5.0
Based on 8 reviews
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Farrell Financial Planning is an independent financial advisory firm offering a comprehensive range of services to individuals and businesses, providing whole of market independent financial advice to ensure the best possible deals. With a team of Chartered Financial Planners and Fellowship status holders from the Personal Finance Society, they take a meticulous and common-sense approach to managing finances, providing excellent customer service and quality advice. With expertise in investment advice, pension planning, life assurance, critical illness cover, income protection, and more, Farrell Financial Planning is dedicated to helping individuals and businesses achieve their financial goals.
The reviewers commended Joe's expert guidance, personable approach, and trustworthiness, resulting in successful outcomes.
5.0
Based on 2 reviews
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Arthur Beverly Financial Management is a financial advisory firm that provides expert guidance on investing, retirement planning, and protection. They aim to help clients grow their wealth while protecting their loved ones, offering bespoke financial planning and investment solutions.
The reviewers praise the company and its staff, citing their expertise and excellent service.
5.0
Based on 2 reviews
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Clark Gillone is a firm of independent financial advisors offering a comprehensive range of financial services including mortgage advice, investments, taxation, pensions, life assurance, and business assurance. Our team of experts provide unbiased advice to help individuals and businesses achieve their financial goals. We take the time to understand our clients' unique circumstances and provide personalized solutions tailored to their needs. Our goal is to establish long-term relationships with our clients and provide exceptional service throughout their financial journey.
5.0
Based on 2 reviews
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Advantage Wealth Management is a family business providing Independent Financial Adviser services, dedicated to ensuring clients receive the best advice from friendly and knowledgeable professionals. With over 40 years of experience, our team offers a range of services, including Investments & Savings, Retirement & Protection, and more. We believe in a superior service, combining client relationship and product performance to deliver tailored solutions.
5.0
Based on 2 reviews
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