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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
“After a return to domestic rugby last week in the break in the 6 Nations schedule we caught up with Luke Crosbie to see how the Scotland squad are preparing for what is said to be the toughest match they will face this tournament, the number 1 ranked...”
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GM Financial Services
“Expert and friendly advice.”
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Alan Steel Asset Management
Close, Portfolio Building, Investment Advice
“Great company to work with.”
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Whyte Sharp Independent
“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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A.r.d. Consultancy Limited
- Decision
- Investments
- Understand
“I have been a client of ARD for nearly 20 years - I have always been met with courtesy, efficiency and friendliness. I feel a valued customer and free to discuss financial matters in a relaxed and respectful manner. I would highly recommend this comp...”
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Money Advice & Planning (Livingston
Equity Release, Mortgages, Long-Term Care Planning
“An excellent service from Graham, we had a tight turnaround to complete on a house purchase and he managed to sort the mortgage for us quickly and very efficiently. I would highly recommend him to friends and family.”
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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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DTA & Co
- Team
- Period
- Information
“We are working with DTA & Co now for 7 years and we are more than happy with the professional service we get. Deborah and team always go the extra mile to help when we need it. We can highly recommend them.”
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Thomson Cooper Accountants
Payroll Bureau, Accounting Services, Corporate Finance Services
“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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Findlay & Co Financial Solutions
- Team
“Kenny and his team handled my complicated mortgage case with complete dedication and professionalism. The process took significantly longer due to an error at the new lenders end however, the team at Findlay and Co continued to keep channels of comm...”
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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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Thistle Financial Planning
Savings & Investments, Tax & Trust Planning, Protection
“For the last 5 years the team have provided an excellent service and have always given me clear and trustworthy advice.
They've also answered all of my questions as I've often found financial matters confusing and have helped simplify it so I unde...”
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Condies CA
“Randal, Terri and Grant all participated in helping me get my mortgage for my new home, along with dealing with our series of unfortunate circumstances when it came to selling our flat. Throughout the entire process, they were all super helpful and c...”
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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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AKC Independent Financial Advisers
“Friendly, helpful, good advice and highly recommend Kirsty and Alan.”
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Kingdom Investments
“Remortgage and life insurance provided by Charles Robb. Top man everything went like clockwork. My finances all sorted now. Thanks again”
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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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Birchwood Financial
“Mr Toal - you are a star - always professional and always true direction and answers”
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DPB Wealth Management
“Darren is very good at what he does and really knows his stuff. I would recommend him to anyone looking for financial advice and planning.”
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Marylyn Melbourne IFA
“Lovely lady and very professional”
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Poise Financial Planning Limited
“My wife and I signed up for financial advice and planning with Graeme Inglis prior to my retirement in 2014. Graeme has been fantastic with his knowledge and patience working with us over the years. Poise as a company is excellent in keeping us up to...”
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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 Glasgow, Edinburgh, Lanarkshire, London and all of the UK. Retirement pension Contact”
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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