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Condies CA

(15)

Mortgage
Home
Team

“I used Condies when renewing my mortgage this year in what has been a difficult financial climate. I cannot recommend them highly enough for their professionalism and efficiency throughout the whole process. They made a confusing process so simple...”

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Thomson Cooper Accountants

(9)

Accounting, Cloud Accounting, Audit & Assurance

“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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Skyridge Financial Planning

(1)

“Fantastic, professional and knowledgeable service. Highly recommended.”

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A J R Financial Services

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Seed Financial Planning

(14)

Mortgage
First Time Buyer
Insurance

“I have trusted Steven with my mortgage for many years. This time I needed to port my mortgage and take up a new mortgage to purchase a bigger house. I sought Steven out as he was no longer at the previous company but so glad I found him again. Steven...”

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A1 Financial Solutions

(1)

Mortgages, Pensions, Investments

“A1 Financial Solutions are my immediate point of call for a number of personal financial matters and I regularly suggest A1 to friends, family and business contacts with complete confidence.”

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Melville Independent PLC

(4)

“We have recently gotten a mortgage with broker Bernie Hughes of Melville Independent. I cannot speak highly enough about the service we got from Bernie. As two self-employed people trying to let an additional property, our case was not straightforw...”

Featured

A Working Feedback review: A meeting via Teams with Matthew to discuss my investments. It was easy to arrange our online chat via email and the response time was very quick. Matthew has such a good manner, this was important for me as I haven’t got much of an understanding of managing invested money. I felt comfortable to ask questions as he was good at listening and clarifying misunderstandings I had. I was given advice that suited my position. I would have no qualms about making further enquiries if needed. He followed up with an email about items he had agreed to action very promptly. I felt reassured.

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Strategic Wealth Solutions

(50)

Cash Flow Analysis, Specialist Banking and Mortgages, Investment Planning

“I have been with a few Financial Companies over the years but have at last, managed to find one that works for me. Strategic Wealth Solutions has been a god send. They are extremely Professional, friendly and treat you like a person and not just a ...”

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Morton Fraser Macroberts

(47)

Advice
Team
Service

“I was fortunate enough to have Hayley Johnson as my solicitor for the best part of a year during a very stressful litigation process. Not only is she an absolutely brilliant solicitor, she is also a lovely person who I felt supported by both professi...”

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Anderson Strathern Solicitors Edinburgh

(49)

Team
Knowledge
Sale

“I contacted Anderson Strathearn in relation to a medical negligence matter. I was in, I had felt a situation where through my GP surgery not investigating properly or indeed referring me at the appropriate time to a more informed body been left in a...”

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EWS Financial Advisers

(34)

Pension
Efficient
The Future

“I had a financial query and having scrolled through the internet I just didn't know where to begin to get help. After sending an initial message via unbiased.co.uk I was matched to EWS and had a call from David the next day. He was so personable and...”

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Findlay & Co Financial Solutions

(27)

Team
Mortgage
Communication

“Contacted Pamela from Findlay & Co after a previous mortgage advisor told me I had no hope of obtaining a mortgage under my current circumstances. After contacting Pamela, straight away she told me that wasn't the case and would do everything in her ...”

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Libertas Financial Management

(22)

Retirement Planning, Investment Planning, Protection Planning

“Form the first moment we met Jamie Auchinvole form Libertas Financial Services he made my wife and I feel totally relaxed, with his friendly and professional approach. He was very knowledgeable and understood our needs very quickly. Jamie assessed o...”

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Money Advice & Planning (Livingston

(13)

Your Goals, What We Do, When Things Go Wrong

“I would highly recommend Graham for any mortgage related queries. As a first time buyer I approached Graham clueless. He was extremely patient answering all my questions and clearly talked me through all the steps required. He is extremely approachab...”

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Purpose Financial Planning

(9)

Financial Advice
Pensions
Confidence

“Having taken the decision to follow my wife into early retirement, we felt it essential to seek professional financial advice. Andrew Reynolds was recommended by a mutual acquaintance (a lawyer) and we became his clients around 4 years ago. From th...”

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LAS Accounting

(14)

Toms, Cash Flow Forecast, VAT

“LAS Accounting Ltd was recommended by a friend when I was in dire need for an accountant to sort out my books and my taxes. Laura is very knowledgeable, attentive and friendly, she really understands my business needs and goals. I'm now more confiden...”

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DTA & Co

(12)

Team
Information
Period

“At Keyholders International Property Group, we have use DTA for all our accountancy needs for the past few years. They work away in the background and you never really notice them until you need crisis intervention or immediate advice, as is the case...”

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Hamilton Financial

(8)

Financial & Tax Planning, Inheritance Tax (Iht) Savings, Pensions

“Hamilton Financial is a brilliant, boutique financial/fund management company. In the 6 or so years I have used them to manage my modest portfolio I have seen some great growth despite a challenging wider market - I feel they really understand their ...”

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Ethical Futures Llp

(3)

Plan, Assess, Select

“I've only been using Ethical Futures for just under a year, but so far I'm very impressed. All the advice I've received has been very clear, and communication with EH is very easy. I'm very happy.”

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Evangate Financial Services

(1)

Agricultural Finance, Commercial Mortgages, Asset 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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First Class Mortgage Advice

(5)

“I found everything was explained to me in a way I could understand and make informed decisions. Friendly and approachable people with a real interest in doing the best they can for me.”

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McHardy Private Wealth

(9)

Future

“I have been with Wishart Wealth for three years now. I am so glad that I decided to change IFA. I have found Iain and his team to be so professional and responsive in ensuring my investments are well managed. Even during the CV19 period their serv...”

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Mearns & Company Limited

(8)

Retirement

“Thoroughly professional, personable and proactive in providing bespoke advice and solutions tailored to clients' changing needs and circumstances. Graeme and his expert team invest much effort in getting to know what really matters to the people they...”

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Scholes Chartered Accountants

(4)

“I have been using the services of Steve and Simon now for 7 years. They have been terrific from the start: from helping me setup and register my company to doing my annual returns. They also support FreeAgent which means our interactions can all b...”

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Average Cost	£3632
Minimum cost	£1212
Maximum cost	£10290
Avg Per Hour Rates	£365

Best Financial Advisors in Dunfermline

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Dunfermline area.

Condies CA

Thomson Cooper Accountants

Skyridge Financial Planning

A J R Financial Services

Seed Financial Planning

A1 Financial Solutions

Melville Independent PLC

Strategic Wealth Solutions

Morton Fraser Macroberts

Anderson Strathern Solicitors Edinburgh

EWS Financial Advisers

Findlay & Co Financial Solutions

Libertas Financial Management

Money Advice & Planning (Livingston

Purpose Financial Planning

LAS Accounting

DTA & Co

Hamilton Financial

Ethical Futures Llp

Evangate Financial Services

First Class Mortgage Advice

McHardy Private Wealth

Mearns & Company Limited

Scholes Chartered Accountants

Retirement Planning and Investment Management Services in Dunfermline Cost Estimates

Why these companies made our list

Wealth Management Advisors near Dunfermline

Popular in Dunfermline