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Best Financial Advisors in Bathgate
The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Bathgate area.
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Wealth Professional CFP
“Redundancy can bring new opportunities as it often comes with a substantial cash sum. If you are at the end of your career, you could consider this a way to ease into retirement, but others may be looking to return to work. Whatever your situation, c...”
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GM Financial Services
“Expert and friendly advice.”
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Findlay & Co Financial Solutions
- Team
- House
- Future
“The team at Findlay & Co were really helpful and organised my mortgage for me doing all the hard work and made things so easy. would highly recommended.”
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Money Advice & Planning (Livingston
Your Goals, When Things Go Wrong, What We Do
“Highly recommend Graham, has helped me through this entire process as a first time buyer without a clue. Always on hand to answer any of my questions and always kept me in the loop
as to where we were. Very professional and friendly, will definitely...”
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Condies CA
- Mortgage
- The Future
- Market
“Randal and Terri made my mortgage renewal process very straightforward. Randal's experience in dealing with clients working as GP Partners was evident and having used other financial services within Condies, I was confident I was being given the adv...”
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Thomson Cooper Accountants
Payroll Bureau, Accounting, Corporate Finance
“I have been a customer of Thomson Cooper for 5 years now. Very happy. Mark Mitchell is very approachable and I feel I begin to understand more and more about the ins and outs of tax etc. Also, an amazing reception team! Always extremely friendly and ...”
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DTA & Co
- Team
- Period
- Information
“DTA & CO have been very helpful regarding the latest government updates and webinar sessions that they have organised hopefully this will be over shortly until then please keep on the good work . Positive Professionalism”
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Evangate Financial Services
Invoice Finance, Agricultural Finance, Rural Finance
“Can't recommend Kyle enough he done a smashing job getting my first machine financed and after weeks of dealing with other companies Kyle was the last person I got in touch with and the first person to get the deal done he is fast efficient and very ...”
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DPB Wealth Management
- Information
“Very pleased with the prompt,courteous and professional service I received from Darren at DPD Weath Management.
My Pension query was followed up efficiently and diligently regarding explaining my Pension Retirement options which can be quite dauntin...”
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Select Wealth Managers
Savings & Investments, Life Cover, Access my Pension
“Professional services well executed at a fair price.”
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Bird Stewart Financial Services
Investments, Long Term Care, Life & Protection Insurance
“My husband and I have had the pleasure of dealing with Kerry Mitchell at Bird Stewart in order to secure a mortgage deal for our first home purchase together.
We thought it might be a tricky process but Kerry made it all very easy to understand and ...”
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Mark Higgins Mortgages
- Product
- Stress
- Remortgage
“Mark done us a great service we can't explain how much we appreciate the work he put in for us during our mortgage application process.
He was available what felt like 24/7 and he kept us updated throughout the full process and made sure we were h...”
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Affinity Financial Planning
“At Affinity Financial Planning Ltd, we work according to strict principles of transparency and trust. Following an initial consultation and Fact Finding process, we research, by use of the most up to date computer software, your identified requiremen...”
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Dalbeath Financial Planning
Pensions, Life Insurance, Mortgages
“I met Matt for an initial consultation period as, being self employed, I wanted to check I was making the best use of my money.
I found Matt to be professional, knowledgeable and most of all trustworthy. He gave an honest appraisal of my finances an...”
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Skyridge Financial Planning
“Fantastic, professional and knowledgeable service.
Highly recommended.”
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Clydevalley Financial Solution
“I think the previous reviewer has confused this firm with another as no adviser called Russell has ever worked there in any capacity and this is wholly inaccurate and unfair comment to leave publicly. Having worked there a number of years before lea...”
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Poise Financial Planning Limited
- Financial Adviser
- Financial Services
- Pensions
“Graeme has been my Financial Adviser for many years. I can always rely on his professional advice and expertise. His prompt attention to any queries is much appreciated. I find him to be very approachable, trustworthy and committed. Graeme has al...”
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AKC Independent Financial Advisers
“Friendly, helpful, good advice and highly recommend Kirsty and Alan.”
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MKM Financial Management
“Are you looking for an experienced team of financial advisers? Call MKM Financial Management Ltd based in Coatbridge and serving Lanarkshire, Glasgow, Edinburgh, London and all of the UK. Retirement pension Contact”
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Whyte Sharp Independent
- Pensions
- Future
“The quality of advice from Alastair at Whyte Sharp was outstanding. I am particularly grateful to him for his cheerful approach which made my experience of retirement planning far more pleasant than I was expecting it to be. I am now hopeful about t...”
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Shand & Burns Financial
- Retirement
- Meetings
- Questions
“After taking early retirement last year I was recommended by a friend to speak with Will at Shand and Burns after feeling let down by the advice and attention I was receiving from the adviser I was using at that time.
Will provided a thorough , in d...”
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Gregor Davidson Wealth Management
“Brilliant service, very trustworthy and lovely biscuits at consultation. Greg was extremely efficilent and professional!”
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GMB Portfolio Services
“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”
Retirement Planning and Investment Management Services in Bathgate Cost Estimates
Minimum cost
£1183
Maximum cost
£10045
National Average
£3545
Avg Per Hour Rates
£356
£2364
£6500
Fair price range is based on
331 cost profiles
Why these companies made our list
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