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Financial Advisors in Scotland

List of financial advisors & consultants in Scotland. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
A.S.K. Independent Consultants

A.S.K. Independent Consultants

East Kilbride, South Lanarkshire, Scotland, G75 0QD

A.S.K. are Independent Financial Advisers founded in 2001 and specialising in advice for clients mainly in the medical profession. Our experience as ex-BMA consultants provides an insight to the changing needs of professionals particularly regarding investments and pensions. Our services cover all aspects of financial advice and our expertise is tailored to finding the correct solution for all our clients, medical or otherwise. less

McSherry Halliday

McSherry Halliday

Kilmarnock, East Ayrshire, Scotland, KA1 1HA

We are a long established firm with offices in Kilmarnock, Irvine and Troon, serving clients across Ayrshire and beyond. We deliver a range of legal, financial and estate agency services tailored to your needs. If you have a query or wish some advice please make an enquiry or contact one of our offices directly and a member of our team will be happy to assist. less

Jardine Financial Consultancy

Jardine Financial Consultancy

Edinburgh, Scotland, Scotland, EH4 1QH

We also offer whole of market advice on Savings, Investments, ISAs and Tax Planning, Life Cover, Critical Illness, Income Protection and Mortgages. Jardine Financial Consultancy has access to the whole of the market and we work on your behalf, independently, not tied to any provider. less

Financial Perspectives

Financial Perspectives

Hamilton, South Lanarkshire, Scotland, ML3 9XE

You can be confident that my services will always be tailored to meet the needs of your individual circumstances. I have always wanted to do more to help and support people and hopefully make a difference in their lives, one of the reasons I became a volunteer for the British Red Cross. I deal with the collecting and delivering of wheelchairs to and from people who have had accidents, those who have poor mobility and those who may be terminally ill. less

JS Financial Advice Service

JS Financial Advice Service

Glasgow, Scotland, Scotland, G40 1BW

JS Financial Advice Service Limited is a firm that is all about bringing quality independent financial advice to you in a friendly manner without the hard sell. At JS Financial Advice Service Limited, we pride ourselves on understanding fully our clients' needs. We aim to deliver high quality independent advice in a manner and time that our clients demand and expect. less

Candour Independent Financial Advisers

Candour Independent Financial Advisers

Alloa, Clackmannanshire, Scotland, FK10 3JH

John and Bryan bring a wealth of collective financial services experience, meaning Candour can offer comprehensive professional advice in all aspects of savings and investments, mortgages, life and illness protection, pensions, and home insurance. We also enjoy a partnership with one of the largest combined estate agents and solicitors in Central Scotland, Caesar & Howie, who base their Alloa estate agents service from our Primrose street office. less

McHardy Financial

McHardy Financial

Aberdeen, Scotland, Scotland, AB11 6DE

Operating from offices in Aberdeen city centre, Edinburgh city centre and Kirkcaldy in Fife we have built our reputation on the expert and impartial financial advice we give our private and corporate clients on most aspects of their financial affairs, including pensions, savings and insurance. less

Hunter Jamiesons Financial Services

Hunter Jamiesons Financial Services

Dundee, Scotland, Scotland, DD4 8XD

As independent financial advisers we can provide advice on investments, retirement planning, the financial protection of your family or your business and purchasing property. We are able to source products and funds from the whole of the market and build long lasting professional, trusted relationships with clients ensuring that we treat our customers fairly. less

Caledonian Financial Management

Caledonian Financial Management

Hamilton, South Lanarkshire, Scotland, ML3 6JA

Caledonian Financial Management are a firm of highly qualified Independent Financial Advisers based in Hamilton, Scotland. We have real passion for helping our clients reach their financial and lifestyle goals. We offer a holistic and uniquely tailored financial planning service to our clients and provide a financial planning service to both personal and corporate clients. less

Alexanders Finance

Alexanders Finance

Callander, Stirling, Scotland, FK17 8LE

Alexanders Finance Ltd is an appointed representative of Sense Network which is authorised and regulated by the Financial Conduct Authority. Alexanders Finance Ltd registered office is as at 43 Fingal Road, Killin, Perthshire FK21 8XA. The guidance and/or advice contained in this website is subject to UK regulatory regime and is, therefore, restricted to consumers based in the UK. less

McIntosh & Thomas

McIntosh & Thomas

Kilmarnock, East Ayrshire, Scotland, KA2 0HD

I have over 11 years of experience of providing my clients with tailored, independent financial advice. I am able to give personalised advice that is solely focused on my client's specific circumstances and requirements. My clients receive a professional and efficient, service that is delivered with a personal touch. Trust is the key to any successful relationship and I take pride in knowing I provide bespoke financial advice for my clients. less

The Wright Financial Consultancy

The Wright Financial Consultancy

Edinburgh, Scotland, Scotland, EH2 4QS

We adhere to strict FCA (Financial Conduct Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile. We have a wealth of experience and support behind us. We concentrate on the suitability, risk and strength of new and existing financial products and providers. We hold professional indemnity insurance and are registered under the Data Protection Act and hold the appropriate licences. less

Create Financial Solutions

Create Financial Solutions

Aberdeen, Scotland, Scotland, AB10 1UN

Create Financial Solutions is a trading style of Positive Solutions. Positive Solutions (Financial Services) Ltd is authorised and regulated by the Financial Services Authority. Registered as a Limited Company In England And Wales No. 3276760. The Financial Services Authority does not regulate advice in matters of taxation including inheritance tax planning. less

Southern Financial Services

Southern Financial Services

Motherwell, North Lanarkshire, Scotland, ML1 1XA

We work with both individual and corporate clients and we take pride in the fact that many of our clients were recommended to us by existing clients. Our clients value the fact that we are independent advisers - at all times, we act for our client and ensure the client's best interest remain at the forefront of everything we do and we work with our clients to create tailor-made financial solutions based on unbiased and comprehensive research of all relevant options. less

Optimize Financial Solutions

Optimize Financial Solutions

Paisley, Renfrewshire, Scotland, PA1 1EX

We provide private and corporate clients with truly professional financial advice. All of our staff members are trained to provide the customer service levels which you would expect from a professional organisation. Whatever the economic climate, we will work with you to ensure that the financial products that you have remain suitable for your needs. We will help you to make the right choices when planning your financial portfolio. less

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Most of the usual clients of a financial advisor in Scotland would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Scotland to help us get on the right pat. However, nowadays the clientele of a financial advisor in Scotland is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Scotland. A financial advisor in Scotland is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Scotland is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Scotland.

Tip from a Financial Advisor in Scotland: Take Bigger Risks

You are maybe thinking that a financial advisor in Scotland in their right state of mind would never advise you on taking risks. However, the good financial advisor in Scotland knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Scotland would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Scotland: Invest in Yourself

Another important tip from a financial advisor in Scotland you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Scotland will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Scotland won’t get tired to tell you.

Tip from a Financial Advisor in Scotland: Follow Opportunities

Like literary, a good and experienced financial advisor in Scotland can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Scotland knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Scotland would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Scotland and allow yourself all chances.