Best Financial Advisors in Cumbernauld

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Cumbernauld area.

Paul McKendry & Co

Paul McKendry & Co

(1)
Financial Planning, Bookkeeping & VAT, Taxation
“We have been working with PM & co continuously for 8 years and the advice and services received in this time has been invaluable to us as individual Directors and as a Ltd company. They are always on hand to asssit when required and everything is exp...”
6, The Wynd, Cumbernauld Rd, Cumbernauld, Glasgow G67 2SU
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RM Wealth Management

RM Wealth Management

(1)
“used these guys at the bank where they both worked for years.Now they are out on their own they offered me a huge catalogue of products which the bank could not offer me and my business ,meaning their quotes were far more connected to the bigger mark...”
14 Buchanan Business Park, Cumbernauld Rd, Glasgow G33 6HZ
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McCrea Financial Services

McCrea Financial Services

(50)
Mortgages, Financial Planning For Businesses, Financial Planning For Individuals
“If you need financial advice and support then I cannot recommend this company enough - helpful, supportive, approachable and most of all trustworthy. It can be difficult to trust your finances to someone but you soon realise that their personalised a...”
69 W Nile St, Glasgow G1 2QB
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Intelligent Pensions

Intelligent Pensions

(50)
  • Pension Fund
  • Information
  • Meeting
“Following our first ever Zoom meeting with Robyn Caffell, due to the Corona–19 virus. We would like to record our thanks to Robyn for such an enjoyable and interesting meeting. Everything was so well organised and relaxing with general conversation...”
Transparent Fees & Pricing
In Business Since 2002
Cadell House, 27 Waterloo St, Glasgow G2 6BZ
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R&G Financial Services

R&G Financial Services

(48)
  • Company
  • Rent
  • Team
“Great service from RnG whilst renting out our flat. Ross was brilliant and arranged everything prior to the advertisement to ensure our flat was ready to host a tenant, he carried out all the viewings for us and advised us on the best tenant for our ...”
57 Townhead, Kirkintilloch, Glasgow G66 1NN
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Callan Financial Group

Callan Financial Group

(45)
Bookkeeping Services and Management Accounts, Trusts and Estate Planning Training For Legal Firms, Hmrc VAT Returns
“Brendan Kelly has been my accountant for over 7 years now. I can honestly say I wouldn't trust anyone else. Brendan had a clear, concise way and transparent way of explaining what can be very complicated. His in depth knowledge and integrity is se...”
Free Initial Consultation
Transparent Fees & Pricing
21 - 23 Woodside Pl, Glasgow G3 7QL
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Aberdein Considine

Aberdein Considine

(46)
  • Office
  • Communication
  • Team
“Aberdein Considine and the team at Shawlands are exceptional. The estate agents, including Susan, Jennifer and Alison from day 1 were professional and extremely helpful. They kept me informed, responded to emails etc within very short timescales an...”
In Business Since 1999
251 Kilmarnock Rd, Shawlands, Glasgow G41 3JF
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Richard Webb

Richard Webb

(42)
  • Interest
  • Understand
  • Remortgage
“I got involved with PiaFinancial Solutions a couple of years ago and more recently Richard helped me with a new morgage . I can honestly say l was no way disappointed with the service ..l would advise anyone to use this company .They are especiall...”
Suite 2/3, 2nd Floor, 48 W George St, Glasgow G2 1BP
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Martin Campbell Financial Management

Martin Campbell Financial Management

(40)
  • Business
  • Understand
  • Future
“Martin has been great! He's easy to work, friendly and I really do trust him with my long term financial goals. I would not hesitate to recommend Martin.”
Offers Financing Options
168 W George St, Glasgow G2 2NR
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Henderson Stone & Co

Henderson Stone & Co

(26)
Protection Insurance, Estate Planning, Retirement Planning
“We would highly recommend Henderson stone they have been friendly and efficient with the financial advice provided. Our advisor Seb Szulc has been fantastic he thoroughly explained everything ensuring we fully understood before commencing, he related...”
Suite 16, Firhill Business Centre, 74 Firhill Rd, Glasgow G20 7BA
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Cleveden Park Wealth

Cleveden Park Wealth

(22)
  • Financial Services
  • Company
  • Mortgage
“Mark, Shirley and the team offer a wealth of experience and knowledge. They sorted my husbands private pension out including my own and are always on tap for some friendly advice whether it's regarding pension, mortgage, tax or general insurance pla...”
Transparent Fees & Pricing
9 Fitzroy Pl, Finnieston, Glasgow G3 7RH
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Spectrum Wealth Group

Spectrum Wealth Group

(16)
  • Meeting
  • Knowledge
  • Pensions
“Once again Spectrum Wealth have gone above and beyond in understanding a pension fund I joined many years ago, working through the technical jargon in a very professional and knowledgeable way and explaining in a language that was easily understood. ...”
Transparent Fees & Pricing
In Business Since 2020
175 W George St, Glasgow G2 2LB
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Libertas Financial Management

Libertas Financial Management

(22)
Protection Planning, Investment Planning, Retirement Planning
“All advice that Calum Scott gave was very thorough. He is always very friendly and approachable but never pushy. Calum kept me in the loop at all times and explained everything to me in layman's terms which I greatly appreciated, as not only was thi...”
Serving Cumbernauld Area
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Scottish Trust Deed

Scottish Trust Deed

(23)
  • Debt
“Brilliant service from Martyn , he went above and beyond especially with how hard I made it !! Great company , has made my life so much easier and so less stressful, the best decision I have made in sorting my debts out , no more hiding from the doo...”
Transparent Fees & Pricing
58 Elliot St, Glasgow G3 8DZ
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HK Wealth Managers

HK Wealth Managers

(16)
  • Market
  • Savings
  • Retirement
“I am delighted with the professional advice provided by Garry Hale of HK Wealth Managers in every aspect of my pension provisions. Garry provides the highest level of professionalism and expert advice in a complex market place. I'd recommend HK Weal...”
Stirling FK9 4TU
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Financial Clarity

Financial Clarity

(1)
Estate Planning, Insurance, Mortgages
“Financial Clarity have advised on and arranged our mortgages now for 2 properties and multiple re-mortgages. Being self-employed, these have not always been straight forward. However, Ian and his team are quite simply experts in their field, which pr...”
Remote Consultations Available
Transparent Fees & Pricing
147 Bath St, Glasgow G2 4SQ
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Campbell Mackie

Campbell Mackie

(3)
Investments, Life Assurance, Pensions
“Great guys for financial advice”
Transparent Fees & Pricing
In Business Since 2009
107 Dundrennan Rd, Glasgow G42 9SL
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Advanced Asset Consultants

Advanced Asset Consultants

(7)
Protection, Investments, Pensions
“I had a great experience using this company. I would recommend to any of my family or friends. They helped me achieve my financial goals and some more! Thanks once again to Dave who handled my case. Very professional throughout.”
Tay House (Spaces, 300 Bath St, Glasgow G2 4JR
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Prosperity Financial Solutions

Prosperity Financial Solutions

(6)
Business Protection, Pensions, Commercial Financial Planning
“Our organisation has used Prosperity Financial Services for many years, We have a close relationship with Maria Saunders who has always been on hand with any advise and issues we are dealing with. Maria has assisted in all our staffs pension policy's...”
504 Dumbarton Rd, Partick, Glasgow G11 6SN
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Arthur Beverly Financial Management

Arthur Beverly Financial Management

(2)
Retirement & Investing For Future, Protection, Ethical Investing
“Great company. Very responsible, offers great advice, and Arthur and Andrew are a great double act. Highly recommend”
Family Business
Unit 1, 106 Clober Rd, Milngavie, Glasgow G62 7SR
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Farrell Financial Planning

Farrell Financial Planning

(2)
Life Assurance Advice, Annuity Advice, Retirement Planning Advice
“I was really impressed by Joe's depth of knowledge of the world of finance and he continually provides me with great advice that maximises the return on my investment. He is extremely personable and manages to explain complicated processes in an e...”
Transparent Fees & Pricing
19 Danes Dr, Glasgow G14 9HZ
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Georgetown Wealth Management

Georgetown Wealth Management

(1)
Estate Planning and Inheritance Tax Planning (Iht), Investments, Pensions
“Great communication from start to finish.”
Family Business
3rd Floor, 33A Gordon St, Glasgow G1 3PF
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Vance Financial Management

Vance Financial Management

(5)
Complaints, Privacy Policy, Cookie Policy
“My wife and I recently had an arranged telephone-based review of our financial matters with David. Given the current difficult times, we were braced for some bad news regarding the state of our investments, but we were relieved to learn that in ac...”
Suite 324-325, Baltic Chambers, 50 Wellington St, Glasgow G2 6HJ
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DM Pension & Investment Solutions

DM Pension & Investment Solutions

(29)
  • Company
  • Meeting
  • The Future
“I contacted David with a pension sharing issue. He came to my house and talked me through everything. David is very approachable and explains everything in a way that is easy to understand. I have been with the company for over a year and the profe...”
Serving Cumbernauld Area
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Retirement Planning and Investment Management Services in Cumbernauld Cost Estimates

Minimum cost
£1209
Maximum cost
£10269
National Average
£3624
Avg Per Hour Rates
£364
£2417
£6645
Typical price range is based on 259 cost profiles
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Average Cost £3624
Minimum cost £1209
Maximum cost £10269
Avg Per Hour Rates £364

Typical range £2417 to £6645 is based on 259 cost profiles.

Why these companies made our list

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