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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
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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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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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Affinity Financial Planning
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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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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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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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MKM Financial Management
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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
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Alan Steel Asset Management
“Great company to work with.”
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UK Financial Management
“Never thought getting a mortgage would be so straightforward. I had been told by all other brokers that I needed 2 years books but I only had 1 years books. Mark showed me there were numerous lenders that would offer me a mortgage and after providing...”
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A J Options
“Been using Jenny for a number of years.
Very helpful and they explain all that is happening and what they are doing.
So you don't get any surprises.
Thanks Auntie Jenny.
James”
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Clark Gillone
“Recently dealt with Gavin at Clark Gillone Stirling in respect of a pension transfer. Found him to be honest and professional to deal with. Recommended Positive Responsiveness, Quality, Professionalism, Value”
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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