Best Financial Advisors in Dunfermline

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

Intelligent Pensions

Intelligent Pensions

(50)
  • Review
  • Pension Fund
  • Meeting
“Robyn and I had a most comprehensive and fruitful meeting via Zoom yesterday. The session looked in detail at the past performance of my various investments funds, my fund starting point and withdrawals since commencement. We then went onto present ...”
In Business Since 2002
Transparent Fees & Pricing
Cadell House, 27 Waterloo St, Glasgow G2 6BZ
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McCrea Financial Services

McCrea Financial Services

(50)
Financial Planning For Individuals, Financial Planning For Businesses, Mortgages
“I recently had the pleasure of working with Johnathan Campbell and his team at McCrea, and I can confidently say that he is an exceptional financial advisor. From the very beginning, Johnathan demonstrated professionalism, extensive knowledge, and a ...”
69 W Nile St, Glasgow G1 2QB
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R&G Financial Services

R&G Financial Services

(48)
  • Sale
  • Company
  • Team
“R&G Financial services are simply the best you could use. I have used them twice now to buy properties and sell my current flat. Both times, managed to get everything sorted in a week or two. Not only did the estate agent side sell our flat in under ...”
57 Townhead, Kirkintilloch, Glasgow G66 1NN
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Callan Financial Group

Callan Financial Group

(45)
Accountancy Services, Bookkeeping Services and Management Accounts, Corporation Tax Returns
“I reached out to Callan Accountancy because I was looking for someone to help me with a personal tax issue regarding an international transfer from a trust, since it was a complicated issue that I wasn't able to work out myself. I had battled previou...”
Transparent Fees & Pricing
Free Initial Consultation
21 - 23 Woodside Pl, Glasgow G3 7QL
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Aberdein Considine

Aberdein Considine

(46)
  • Professional
  • Office
  • Team
“Aberdein Considine Shawlands Estate Agency- 10/10 AC went above and beyond when selling my property. I contacted all the big player estate agency firms in Glasgow and asked each the same set of questions with regards to service and fees. AC came o...”
In Business Since 1999
251 Kilmarnock Rd, Shawlands, Glasgow G41 3JF
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Stewart IFA

Stewart IFA

(50)
  • Mortgage
  • First Time Buyer
  • Team
“We had a fantastic experience with Angus Bell at Stewart IFA. Myself and my fiance were first time buyers and nervous of everything that it entailed. Gus couldn't have made things any easier for us both, he took all the stress off us sorted everythin...”
Serving Dunfermline Area
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Richard Webb

Richard Webb

(42)
  • Products
  • Interest
  • Remortgage
“Richard was absolutely amazing with the service he offers. He made a very stressful time of buying a house and applying for a mortgage completely stress free. We purchased a house in Scotland for the first time and were unaccustomed to the process be...”
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)
  • Pension
  • Business
  • Future
“I cannot recommend Martin Campbell Financial Management highly enough. Fearing I'd left it too late to sort out an old workplace pension with years of setting up a business, Martin talked me through my options. He showed me visually via graphs where ...”
Offers Financing Options
168 W George St, Glasgow G2 2NR
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Henderson Stone & Co

Henderson Stone & Co

(26)
Financial Services, Protection Insurance, Retirement Planning
“Five star service from all at Henderson Stone! After my initial call to Sam Henderson regarding Equity release he introduced me to his colleague John Collins, who very promptly arranged a meeting with me. The equity release process was explaine...”
Suite 16, Firhill Business Centre, 74 Firhill Rd, Glasgow G20 7BA
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Cleveden Park Wealth

Cleveden Park Wealth

(22)
  • Pension
  • Financial Services
  • Mortgage
“First class financial advice & support. Initial contact made with Mark & Scott who were super helpful. I then dealt mainly with Ryan who was professional & knowledgable but also very personable, sensitive and had great patience when explaining anythi...”
Transparent Fees & Pricing
9 Fitzroy Pl, Finnieston, Glasgow G3 7RH
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Independent Financial Advice Centre

Independent Financial Advice Centre

(24)
  • Mortgage
  • Information
  • Insurance
“We used IFAC for advice regarding new life insurance cover. Siobhan was extremely helpful right from the get go - she gave far more information than I expected in our first call (even better since it was free!) and really helped me understand the dif...”
In Business Since 2001
67 Causeyside St., Paisley PA1 1YT
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Spectrum Wealth Group

Spectrum Wealth Group

(16)
  • Pensions
  • Knowledge
  • Understanding
“Posting on behalf of my Mother. I'd like to take this opportunity to thank Mr Paul McFadyen of Spectrum Wealth Group for the excellent advice he gave me concerning our estate after the recent death of my husband. Paul took his time to take me t...”
In Business Since 2020
Transparent Fees & Pricing
175 W George St, Glasgow G2 2LB
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Scottish Trust Deed

Scottish Trust Deed

(23)
  • Debt
“I found myself in a bad debt situation due to circumstances outwith my control and despite working extremely hard to reduce the debt to a more manageable level with my new life circumstances, I just found myself borrowing off Peter to pay Paul. The s...”
Transparent Fees & Pricing
58 Elliot St, Glasgow G3 8DZ
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Financial Clarity

Financial Clarity

(1)
Mortgages, Insurance, Estate Planning
“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...”
Transparent Fees & Pricing
Remote Consultations Available
147 Bath St, Glasgow G2 4SQ
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Campbell Mackie

Campbell Mackie

(3)
Pensions, Life Assurance, Mortgages
“Very knowledgable and great advice given about pensions, I would thoroughly recommend”
In Business Since 2009
Transparent Fees & Pricing
107 Dundrennan Rd, Glasgow G42 9SL
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Advanced Asset Consultants

Advanced Asset Consultants

(7)
Pensions, Investments, Protection
“We needed to set up a couple of SIPPs and purchase a property using them. Qasim was very professional throughout and absolutely spot on with the service provided from beginning to end. He was completely in tune with our requirements and never let us ...”
Tay House (Spaces, 300 Bath St, Glasgow G2 4JR
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Arthur Beverly Financial Management

Arthur Beverly Financial Management

(2)
Ethical Investing, Protection, Retirement & Investing For Future
“Lovely guy - Arthur knows his stuff and makes you feel completely at ease with financial affairs. Highly recommended.”
Family Business
Unit 1, 106 Clober Rd, Milngavie, Glasgow G62 7SR
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Prosperity Financial Solutions

Prosperity Financial Solutions

(6)
Independent Financial Advice, Business Protection, Commercial Financial Planning
“I got to know about Prosperity a few years ago when Maria Saunders came to my workplace to give advice regarding my works pension...felt so confident with the advice given I asked her to my home to look over my husband's pension. We have never looked...”
504 Dumbarton Rd, Partick, Glasgow G11 6SN
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Farrell Financial Planning

Farrell Financial Planning

(2)
Investment Advice, Life Assurance Advice, Retirement Planning Advice
“I went to FFP for guidance with what to do with a pension that I had maturing, Joe looked into it, gave me great advice, after a meeting and several phone calls and him emailing to my pension provider Prudential. He didn't try to sell me anything, wh...”
Transparent Fees & Pricing
19 Danes Dr, Glasgow G14 9HZ
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Gemap Scotland

Gemap Scotland

(9)
“Best thing since slice bread these guys gave me a reason too live again citizens advice ain't even a patch on these guys helped me with family issues also personal and came up tops thank you so much 💝 …”
Westwood Business Centre, 69-71 Aberdalgie Rd, Easterhouse, Glasgow G34 9HJ
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Georgetown Wealth Management

Georgetown Wealth Management

(1)
Pensions, Investments, Advice For Business Owners
“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)
Cookie Policy, Privacy Policy, Sitemap
“David Vance is very professional and an excellent independent financial advisor. My husband and I are very happy with all the financial advice offered over the last 17 years. I would highly recommend him to anyone serious about investing. Positive Re...”
Suite 324-325, Baltic Chambers, 50 Wellington St, Glasgow G2 6HJ
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DM Pension & Investment Solutions

DM Pension & Investment Solutions

(29)
  • Information
  • Company
  • The Future
“After looking for a local Financial Advisor, I rang DM Pensions & Investments Solutions Ltd and was glad I did. We arranged for a home visit and there received info about their services, I was asked about my requirements and given clear advice and e...”
6 Leesland, Uddingston, Glasgow G71 6TW
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Mattioli Woods Plc

Mattioli Woods Plc

Financial Planning, Employee Engagement, Retirement
In Business Since 2008
Transparent Fees & Pricing
Kintyre House, 205 W George St, Glasgow G2 2LW
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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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