Best Financial Advisors in Dunfermline

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

Thomson Cooper Accountants

Thomson Cooper Accountants

(8)
Accounting Services, Cloud Accounting Services, Audit & Assurance 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 ...”
In Business Since 2001
3 Castle Ct, Carnegie Campus, Dunfermline KY11 8PB
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Condies CA

Condies CA

(4)
“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...”
10 Abbey Park Pl, Dunfermline KY12 7NZ
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Marylyn Melbourne IFA

Marylyn Melbourne IFA

(1)
“Lovely lady and very professional”
20+ Years Experience
19 Primrose Ave, Rosyth, Dunfermline KY11 2SS
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Kingdom Investments

Kingdom Investments

(1)
“Remortgage and life insurance provided by Charles Robb. Top man everything went like clockwork. My finances all sorted now. Thanks again”
Campus, 5 Castle Court Carnegie, Dunfermline KY11 8PB
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George Gibson Independent Financial & Mortgage Advice

George Gibson Independent Financial & Mortgage Advice

“My primary aim is to provide every one of my clients, whether personal or corporate the highest standards of advice and service. I take great care in discussing their specific requirements to ensure that I match my clients to the best possible soluti...”
In Business Since 2013
30 Brodick Gardens, Dunfermline KY11 8ET
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Planwise Financial

Planwise Financial

In Business Since 2009
22 Maygate, Dunfermline KY12 7NH
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Macbeth Currie Financial Services Limited

Macbeth Currie Financial Services Limited

Company Pensions, Equity Release, Income Protection
“As a client of Macbeth Currie Financial Services, you will become either a CORE or a CORE PLUS client and will pay a fee for our professional services, or alternatively some of our services such as term assurance can be funded by commission received ...”
34 Canmore St, Dunfermline KY12 7NT
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Shand & Burns Financial

Shand & Burns Financial

“Shand & Burns Financial Ltd is registered in Scotland, Number SC693982. Registered Office: G6 Kinross Business Centre, 21-25 High Street, Kinross, KY13 8AW.”
3 Kintail Pl, Dunfermline KY11 8FP
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Steedman and Company

Steedman and Company

(27)
Back, Back, Back
“Hi Ricky. I also wanted to take this opportunity to thank Fiona, Johnny and everyone at Steedmans for the outstanding support given to me over the past few weeks. The help and advice I've been given has been incredibly helpful and, for me, a proper '...”
Free Initial Consultation
Family Business
3 Queen St, Edinburgh EH2 1JE
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SBC Financial

SBC Financial

(1)
“cannot speak highly enough of sbc financial,everything done as always fantastically well and super efficiently by stuart & dionne with a smile on their face.”
208 Dalkeith Rd, Edinburgh EH16 5DT
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Alan Steel Asset Management

Alan Steel Asset Management

(2)
Close, Investments, Investment Advice
“Great company to work with.”
In Business Since 1996
Serving Dunfermline Area
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Whyte Sharp Independent

Whyte Sharp Independent

(4)
“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...”
Serving Dunfermline Area
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A.r.d. Consultancy Limited

A.r.d. Consultancy Limited

(30)
  • Investments
  • Pleasure
  • Team
“Very professional advice and in a relaxed environment. All the staff my wife and I met were pleasant and put us to ease with their obvious understanding of the financial aspects not only with businesses they deal with but also us, as clients. There w...”
Free Initial Consultation
9 Melville St, Falkirk FK1 1HZ
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EWS Financial Advisers

EWS Financial Advisers

(29)
  • Pension
  • Questions
  • 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...”
In Business Since 2019
SUITE 3, Thistle House, 21-23 Thistle St, Edinburgh EH2 1DF
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Morton Fraser Lawyers

Morton Fraser Lawyers

(27)
  • Experience
  • Discrimination
  • Advice
“Morton Fraser helped me through a very serious issue with discrimination at work that ultimately would have irreparably affected my professional reputation enough that I wouldn't be able to find further employment in the field again. At the time, ...”
In Business Since 1998
Quartermile Two, 2 Lister Square, Simpson Loan, Edinburgh EH3 9GL
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Strategic Wealth Solutions

Strategic Wealth Solutions

(30)
  • Team
  • Family
  • Pension
“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 ...”
Office 10, 109 Swanston Rd, Edinburgh EH10 7DS
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Libertas Financial Management

Libertas Financial Management

(19)
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...”
In Business Since 2020
Serving Dunfermline Area
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Money Advice & Planning (Livingston

Money Advice & Planning (Livingston

(11)
Equity Release, Savings & Investments, Insurance & Protection
“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...”
The Alba Centre, Business Centre, Livingston EH54 7EG
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Spentwell

Spentwell

(13)
  • Jargon
  • Understand
  • Options
“Being a young(ish) professional with one Full Time Job, one Part Time job and a young family, I decided I wanted to get my finances in order at this stage in my life so that when the time comes I am able to support my family and still have the knowle...”
2 Hill St, Edinburgh EH2 3JZ
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Empowered by Cloud

Empowered by Cloud

(5)
Construction Accounting, Bookkeeping, Finance Outsourcing Services
“As a start-up business founder learning to bring in experts or outsource parts of your business can be daunting. Whether you are concentrated about cost, control, or quality it can seem like just doing it yourself is the best option - WRONG! Since...”
In Business Since 2017
Remote Consultations Available
Lomond Business Park, Suite 5C, Unit 5, Baltimore Rd, Glenrothes KY6 2PJ
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Evangate Financial Services

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 ...”
Offers Financing Options
Family Business
2 Stoneycroft Rd, Queensferry, Edinburgh EH30 9HX
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DTA & Co

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...”
In Business Since 2012
54a Cow Wynd, Falkirk FK1 1PU
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Geoghegans Chartered Accountants

Geoghegans Chartered Accountants

(2)
Overview, Corporate & Business Taxation, Accountancy
“Danzig and Co have looked after our accounts for over 5 years and I am always impressed by their attitude and approach. They take time to get to really understand their clients' businesses and the whole team are friendly, knowledgeable and exception...”
Transparent Fees & Pricing
6 St Colme St, Edinburgh EH3 6AD
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Ethical Futures Llp

Ethical Futures Llp

(1)
Plan, Assess, Select
“I've experienced no reduction of service from the team at Ethical Futures during the pandemic - bravo!”
Transparent Fees & Pricing
9 Mansfield Pl, Edinburgh EH3 6NB
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Retirement Planning and Investment Management Services in Dunfermline Cost Estimates

Minimum cost
£1212
Maximum cost
£10290
National Average
£3632
Avg Per Hour Rates
£365
£2422
£6659
Fair price range is based on 459 cost profiles
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Average Cost £3632
Minimum cost £1212
Maximum cost £10290
Avg Per Hour Rates £365

Fair range $2422 to $6659 is based on 459 cost profiles.

Why these companies made our list

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