Best Financial Advisors in Aberdeen

Handpicked from 66 vetted & reviewed Financial Planning & Wealth Management firms in the Aberdeen area, discover the top 5 leading options among the selected group of 24 finalists.

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Welsh & Taylor Wealth

(10)

Portfolio
Financial Markets
Communication

“I have used the services of Welsh & Taylor Wealth for more than 4 years now. I have found Martin, to be very informative in an easy to understand manner. Communicates regularly and is very proactive”

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City Gate Aberdeen

(18)

Financial Planning, Protection, Savings & Investments

“Would 110% recommend Alan and his team. Ladies at the reception are extremely helpful and Alan himself is really knowledgeable and very professional man who is really good at his job. Would definitely contact the company regarding any financial advi...”

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Rockwealth Aberdeen

(2)

“We have been working with Lloyd Davies, (Rockwealth Aberdeen) to plan for our retirement and the service he has provided has been excellent. His professionalism and expertise have been invaluable to us. We met with Lloyd periodically so by the ti...”

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Edward Wilson Financial

(5)

“Eddie is an absolute pleasure to work with and couldn't be more helpful. Any issues you have he is always on hand to sort out. Made buying my first property completely stress free and can't thank him enough. Would 100% recommend him to anyone looking...”

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City Financial Limited

(1)

Mortgages, Tax Planning, Retirement Planning

“Excellent advice on my pension”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

95 (100)

Minimum Reputation Rank

99.4 Percentile

All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.

Read our methodology

Prominent finalists

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Bond Dickinson

Employment & Pensions, Intellectual Property, Digital: IT & Privacy

“By clicking the “ACCEPT” button, you agree that we may review any information you transmit to us. You recognize that, even if you submit information that you consider confidential in an effort to retain us, our review of that information will not cre...”

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Acumen Accountants & Advisors Limited

(2)

“Good local accountants. Large team of staff can handle many accounting related tasks - even payroll. Highly recommended. -Scott Millar”

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McHardy Financial

“Since 1987 we have been providing the highest level of ï¬nancial expertise and advice on savings, investments, insurance and retirement planning. Our Financial Planners can help give you financial peace of mind and let you enjoy the life you want to...”

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MHA Formerly Meston Reid & Co

“I absolutely love Meston Reid. Whoever created this splendid company is an absolute genius.”

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Murray International Trust PLC

“Our latest interim report, published on 16th August 2024, features updates from the Chair and Investment Managers, Martin Connaghan and Samantha Fitzpatrick. Additionally, you can read more about the stocks we hold and recent changes as the team posi...”

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Spex Services

Explosives, Support Services

“At SPEX, we strive to provide an outstanding standard of excellence in all our activities. We are firmly committed to providing services and products that not only meet, but exceed client expectations. We operate a comprehensive Quality Management Sy...”

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Abrdn UK Smaller Companies Growth Trust Plc

“The Company intends to achieve its investment objective by investing in a diversified portfolio consisting mainly of UK-quoted smaller companies. The portfolio will normally comprise between 50-60 holdings representing the Investment Manager's highes...”

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Miller & Co Investment Management

(1)

“Very good company .”

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J M Taylor Financial Services

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Ferguson Law Financial Services

“Choosing the right financial adviser is an important decision to make. Getting good financial advice will make a real difference to achieving your goals. You might want to borrow money to buy a house, put yourself on track for a comfortable retiremen...”

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JP Maxwell Financial Management

“At JP Maxwell Financial Management, we have access to the best technology; our advice is impartial and we have access to the whole market, above all we are committed to helping you or your business achieve your highest financial aspirations.”

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Savant Financial

“Whether you are looking to find a safe haven for your savings, put arrangements in place to protect your family or plan for retirement you will find we have the expertise you need to help you make informed decisions.”

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Optima Financial Services

“Our main focus is on providing an holistic fee based financial planning service covering all aspects of your financial affairs. However, should you prefer, or require it, we can restrict our advice to addressing a specific area or transaction. We are...”

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Gregor Howitt Wealth Management

“Welcome to Gregor Howitt Wealth Management Ltd At Gregor Howitt Wealth Management Ltd we provide personal and tailored wealth management advice to both individuals and businesses. Through our friendly and straightforward approach, and a wealth of exp...”

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Futura Investments

“At the heart of everything we do is a focus on personal wellbeing, much of which can be achieved through a sense of financial security – both for our clients individually and for their families. Knowing that you – and they – have 'enough' to weather ...”

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VT Wealth

“Where People Matter is VT Wealth's Business strapline. Inwardly, this reflects how we value our team. Outwardly, this means looking after our clients and giving them the very best service and experience. We also care passionately about engaging with ...”

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Alan Rutherford Wealth Management

“If I am honest, I can say that, after talking to various advisors, I was initially very suspicious. Over the years, I have come to totally trust Alan, and believe that his advice, always generously given, is in our best interests. His financial advic...”

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Gary Walker Wealth Management Limited

“Gary and his team are experienced, incredibly professional but also very easy to deal with and once you are a client they continue to make you feel very special indeed, but what sets them apart are the superior products they offer backed by the wealt...”

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Scott James Wealth Management

“I first met Mr James when he worked for Bradford and Bingley and when he moved to the Bank of Scotland I contacted him as money I had invested had matured and as he had already given me sound advice in the past and I trusted him implicitly he was abl...”

Average Cost	£3737
Minimum cost	£1247
Maximum cost	£10589
Avg Per Hour Rates	£375

Best Financial Advisors in Aberdeen

Handpicked from 66 vetted & reviewed Financial Planning & Wealth Management firms in the Aberdeen area, discover the top 5 leading options among the selected group of 24 finalists.

Welsh & Taylor Wealth

City Gate Aberdeen

Rockwealth Aberdeen

Edward Wilson Financial

City Financial Limited

Bond Dickinson

Acumen Accountants & Advisors Limited

McHardy Financial

MHA Formerly Meston Reid & Co

Murray International Trust PLC

Spex Services

Abrdn UK Smaller Companies Growth Trust Plc

Miller & Co Investment Management

J M Taylor Financial Services

Ferguson Law Financial Services

JP Maxwell Financial Management

Savant Financial

Optima Financial Services

Gregor Howitt Wealth Management

Futura Investments

VT Wealth

Alan Rutherford Wealth Management

Gary Walker Wealth Management Limited

Scott James Wealth Management

Retirement Planning and Investment Management Services in Aberdeen Cost Estimates

Why these companies made our list

Wealth Management Advisors near Aberdeen

Popular in Aberdeen