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Best Financial Advisors in Elgin

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the Elgin area.

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Grierson Wealth Management

Grierson Wealth Management

67 South St, Elgin IV30 1JZ
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GE Financial Management

GE Financial Management

(3)
  • Communication
  • Mortgage
“Greg at GE Financial Management Ltd was fantastic and we'd highly recommend him to anyone who is looking for advice. Greg supported us through every step of the way in successfully achieving our mortgage, buying our first home together and all the i...”
Quarrywood, Elgin IV30 8XJ
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Lees Wealth Management

Lees Wealth Management

4 Commerce St, Elgin IV30 1BS
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Amber River C&M

Amber River C&M

(18)
  • Knowledge
  • Products
  • Information
“MASSIVE thank you to Emma Baird in helping me with my mortgage! It was a challenging case due to my requirements, but she made it simple and led me through each step seamlessly. Nothing was an issue, and she found a solution to every hurdle. All...”
In Business Since 2006
Serving Elgin Area
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Grant Alex M & Co

Grant Alex M & Co

(1)
Mortgages, Pensions, Savings and Investments
“Great service and advice for over 20 years from Alex.”
In Business Since 2001
Serving Elgin Area
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Stewart Lyon Financial Services

Stewart Lyon Financial Services

Serving Elgin Area
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Macleman Wealth

Macleman Wealth

In Business Since 2021
Serving Elgin Area
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Anderson Wealth Management

Anderson Wealth Management

Serving Elgin Area
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Advanced Financial Planning Scotland

Advanced Financial Planning Scotland

(3)
Retirement Planning & Pensions, Mortgages, Wealth Management & Investments
“Fantastic customer service. Incredibly helpful and friendly. Would highly recommend.”
In Business Since 2006
Serving Elgin Area
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Watson Wood Financial Planning

Watson Wood Financial Planning

(2)
More Info
“Fantastic firm to deal with.”
35+ Years Experience
Fairways Business Park, Slackbuie Ave, Inverness IV2 6AA
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Advanced Investment & Retirement Planning

Advanced Investment & Retirement Planning

(2)
Mortgages, Inheritance Tax, Investments
“Great professional service”
7 Ardross St, Inverness IV3 5PL
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Tweed Wealth Management

Tweed Wealth Management

(1)
“Great levels of advice and service from all staff. Would highly recommend.”
7 Connel Ct, Ardconnel St, Inverness IV2 3EY
Featured

Tweed Wealth Management offers financial advice to clients across Inverness who need support with pension and retirement planning. We believe that pension planning should be an important part of your future preparations and our Inverness-based team of financial planners has the knowledge and experience to help you take the next step towards your retirement – no matter how far off it may be. Our team of experienced pension advisers will take time to listen to and understand your financial needs, to provide you with the best pension and retirement advice to achieve the standard of living you want.

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Mathieson Financial Services

Mathieson Financial Services

Serving Elgin Area
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Macdonald Partnership

Macdonald Partnership

Pension & Retirement Planning, Tax & Inheritance Planning, Protection
Marr House, Beechwood Business Park, Inverness IV2 3BW
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57 North Financial Planning

57 North Financial Planning

Transparent Fees & Pricing
In Business Since 2022
The Greenhouse, Beechwood Business Park, Inverness IV2 3BL
FAQs
Do I have to pay for an initial meeting?
No, all initial meetings are at our expense. Initial meetings are more of a relaxed discovery meeting to see if you are the right fit for us and, more importantly, if we are the right fit for you.
What do I need to bring to an initial meeting?
Following on from your initial enquiry, we will send you an email detailing the information it would be helpful for you to bring to your initial meeting.
Are you regulated?
Yes. We are currently an appointed representative of Perceptive Planning. Their FCA number is 534666 and you can view their profile on the FCA Register here.
What happens if my Financial Planner is unavailable?
We adopt a team approach at 57 North, which means that rather than being assigned one specific planner, you will have our entire team behind you. That means there will always be someone available to help you who knows your case. However, we will also try to retain as much consistency as possible in who you meet and speak to.
How can we help?
Start your conversation with us here. We look forward to hearing from you. Full name Phone Email Message I have read and agree to the Privacy Policy. Send
We try to answer commonly asked questions like these on the FAQ page of our website.
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Achieve Financial Planning

Achieve Financial Planning

In Business Since 2009
62 Academy St, Inverness IV1 1LP
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Highland Financial Services

Highland Financial Services

2 Slackbuie Ave, Inverness IV2 6BZ
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Davidson Associates

Davidson Associates

(1)
“KEVIN his a friendly and helpful man. Very knowledgeable and He got the job done.I would highly recommend him to anyone.”
Serving Elgin Area
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Structured Financial Planning

Structured Financial Planning

Serving Elgin Area
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Cairn Analytics

Cairn Analytics

Serving Elgin Area
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Associated Legal & Financial

Associated Legal & Financial

In Business Since 2002
33 Academy St, Inverness IV1 1JN
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City Gate Aberdeen

City Gate Aberdeen

(18)
General Insurance, Wealth Management, Health Insurance
“In an industry packed with jargon and complexity, Alan and his team are a godsend. Highly knowledgeable and professional, they provided assistance through every step of the home purchase chain. I could not recommend this company highly enough. Tha...”
51 Chapel St, Aberdeen AB10 1SS
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Brimmond Financial Planning

Brimmond Financial Planning

(23)
Savings and Investments, Protection, Pensions
“Over the last 4 years myself and my wife both use Brimmond Financial Planning services and have found them to be friendly& knowledgeable, providing excellent independent advice and services. They consistently provide regular, clear and concise adv...”
Serving Elgin Area
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Macmillan Financial Planning

Macmillan Financial Planning

(4)
Post Retirement, Business Owners, Estate Planning
“Graeme has been my adviser for a good number of years and his knowledge and advice have been very important to me both planning for retirement (I'm n ow retired) and investment from an inheritance. I can honestly say that I have had no problems at al...”
Transparent Fees & Pricing
Serving Elgin Area
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UK Law Guides

Retirement Planning and Investment Management Services in Elgin Cost Estimates

Minimum cost
£1183
Maximum cost
£10047
National Average
£3546
Avg Per Hour Rates
£356
£2365
£6501
Average price range is based on 375 cost profiles
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Average Cost £3546
Minimum cost £1183
Maximum cost £10047
Avg Per Hour Rates £356

Average range £2365 to £6501 is based on 375 cost profiles.

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