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Find FCA registered Financial Advisers Near Me in Inverleith EH3

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We have found 235 relevant financial adviser firms within 30 miles of Inverleith EH3. Showing page 1 of 16.

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  2. 👤

    Daniel Galbraith

    Kilgour Wealth Management Ltd
    FCA reg no.
    DXG14538
    FCA authorised date:
    13/09/10
    Chartered Financial Planner Advanced DipFA Chartered ALIBF Level 6 Diploma in Advanced Financial Advice (Adv DipFA) Certificate in Long Term Care and Later Life Planning (CertLTCP) Level 6 Award in Pension Transfers (PETR) Diploma for Financial Advisers (DipFA) Adhere to the London Institute o... read full individual profile
    1. ✔Min Assets: £250,000
    2. 🪧6.6 Miles
    3. 📍Loanhead
  3. 🏢

    Kilgour Wealth Management LTD

    FCA reg no.
    522660
    FCA authorised date:
    13/09/10
    Financial planning and wealth management firm offering holistic financial planning advice and services.
    1. ✔2 Financial Advisers
    2. ✔Min Assets: £250,000
    3. 🪧38.2 Miles
    4. 📍Loanhead
  4. 🏢

    Seed Financial Planning Limited

    FCA reg no.
    916873
    FCA authorised date:
    03/09/20
    Seed Financial Planning Limited, an Edinburgh-based FCA-regulated firm, specializes in pensions, life investments, and retirement advice. Renowned for tailored, professional services, it caters to first-time investors and retirees alike.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧0.4 Miles
    4. 📍Edinburgh
  5. 🏢

    Futurity Financial Services Limited

    FCA reg no.
    577323
    FCA authorised date:
    01/06/12
    Edinburgh-based Futurity Financial Services Ltd. provides tailored financial advice, specialising in life and investment planning, pensions retirement advice, and comprehensive financial planning. Their experienced team is known for personalised service and regulatory integrity.
    1. ✔1 Financial Adviser
    2. ✔1 Mortgage Broker
    3. 🪧0.5 Miles
    4. 📍Edinburgh
  6. 🏢

    Bridge Investments Partners Limited

    FCA reg no.
    608975
    FCA authorised date:
    03/02/14
    2. Transform Financial Planning, located in Edinburgh, offers expert advice in life investments, pensions retirement, and financial planning. The FCA-regulated firm is known for its bespoke services, client-centric approach and tailored advice.
    1. ✔2 Financial Advisers
    2. 🪧0.6 Miles
    3. 📍Edinburgh
  7. 🏢

    North Capital Management Limited

    FCA reg no.
    713442
    FCA authorised date:
    16/02/16
    Edinburgh-based North Capital Management Limited, a FCA-regulated authority, provides bespoke financial planning solutions across Scotland, specializing in wealth management, life investments, and pension retirement advice.
    1. ✔4 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Edinburgh
  8. 🏢

    Stewart Asset Management Limited

    FCA reg no.
    783494
    FCA authorised date:
    01/09/17
    Stewart Asset Management Limited is a top-tier financial services firm in Edinburgh, specialising in investments, retirement advice, and financial planning. The team offers tailored, regulated services to individuals and families.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Edinburgh
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  10. 🏢

    JM Independent Financial Advisers LTD

    FCA reg no.
    625327
    FCA authorised date:
    01/10/14
    Located in Edinburgh, JM Independent Financial Advisers Ltd provides regulated financial planning services, including life, investments, and retirement advice, with a client-focused, professional approach.
    1. ✔3 Financial Advisers
    2. 🪧1 Miles
    3. 📍Edinburgh
  11. 🏢

    Wealthflow Group LTD

    FCA reg no.
    921103
    FCA authorised date:
    01/10/20
    AABWealthFlow, based in Edinburgh's prestigious Charlotte Square, is a distinguished financial firm providing professional advice on life investments, pensions, and financial management, aligning its services to individual client needs.
    1. ✔5 Financial Advisers
    2. 🪧1 Miles
    3. 📍Edinburgh
  12. 🏢

    Callidus Wealth Management LTD

    FCA reg no.
    702710
    FCA authorised date:
    10/12/15
    Edinburgh-based Callidus Wealth Management Ltd, a FCA regulated firm, offers personalised financial planning services. They specialise in life investments, pensions retirement advice, and strategic financial planning for first-time wealth management clients.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Edinburgh
  13. 🏢

    Ethical Futures LLP

    FCA reg no.
    552583
    FCA authorised date:
    04/01/12
    Edinburgh-based Ethical Futures LLP is an FCA-accredited firm offering personalized financial advice, including life and investment planning and pensions retirement advice, known for their ethical approach.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Edinburgh
  14. 🏢

    Ravenstone Financial LTD

    FCA reg no.
    469077
    FCA authorised date:
    19/10/07
    Ravenstone Financial Ltd, an Edinburgh-based top-tier financial firm, provides regulated advice, life investments, pensions, retirement advice and extensive financial planning to individuals and businesses. Known for trustworthiness, professionalism, and client focus.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Edinburgh
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  16. 🏢

    Newton-barr Limited

    FCA reg no.
    413888
    FCA authorised date:
    14/01/05
    Edinburgh-based Newton-Barr Limited provides expert advice in life insurance, investments, retirement planning and comprehensive financial planning regulated by the FCA under number 413888.
    1. ✔2 Financial Advisers
    2. 🪧1 Miles
    3. 📍Edinburgh
  17. 🏢

    McHardy Private Wealth Limited

    FCA reg no.
    469955
    FCA authorised date:
    03/09/07
    McHardy Private Wealth Limited is a premier, FCA-regulated financial advisory firm based in Edinburgh. They specialize in investments, retirement advice and comprehensive financial planning tailored to individual needs and goals.
    1. ✔26 Financial Advisers
    2. 🪧1 Miles
    3. 📍Edinburgh
  18. 🏢

    Charlotte Square Partners Limited

    FCA reg no.
    771182
    FCA authorised date:
    02/10/17
    Located in Edinburgh, Charlotte Square Partners Limited provides a wide range of financial services including life investments and pensions retirement advice. Regulated by the FCA, they offer tailored, client-focused solutions.
    1. ✔1 Financial Adviser
    2. 🪧1 Miles
    3. 📍Edinburgh
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