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DTA & Co

(12)

Information
Team
Period

“I love working with DTA as they are very approachable when I have questions, even when I've probably been told the answer by them already! Deborah instantly put me at ease when I first met her and I've enjoyed working with her and her team ever since...”

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DPB Wealth Management

(8)

Information

“Can't highly recommend Darren enough. Whilst being the upmost professional advisor he also made things more easier to understand for the non financially trained brain! He was always on hand to answer any questions which was never ever a hassle or pro...”

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Select Wealth Managers

(1)

Review my Pension, Life Cover, Corporate Advice

“Professional services well executed at a fair price.”

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Apple Wealth

“Alan McPhail DipPFS Having advised in all aspects of wealth management, I take great pride in the advice and service that I provide. My focus is on developing and maintaining long term client relationships, providing a source of trusted advice as fin...”

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Barry Stewart Wealth Management Partner - True Potential

“We specialise in providing a range of advice, covering all aspects of our clients financial planning journey – from saving for your children's future, to looking after your wealth at retirement. Our aim is simple…. to offer advice and a service which...”

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Vision Lifestyle Financial Planning

“Vision Lifestyle Financial Planning Ltd - offering financial planning to the Falkirk, Stirling, Edinburgh and Glasgow regions. We are Alternative Financial Advisers. We are unique in that we believe in doing the complete opposite to most financial ad...”

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Watt Financial Solutions

“Based in Falkirk and with a meeting office at Charing Cross, Glasgow,Watt FinancialSolutions offer a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are payi...”

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R&G Financial Services

(48)

Team
Mortgage
Up to Date

“We have used R&G to buy sell and rent for over a decade,not once have they let us down always get what's needed done,from Gary to Caroline in the office full piece of mind.The newer staff are showing signs of keeping up the high standard of service d...”

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Findlay & Co Financial Solutions

(27)

Mortgage
House
Team

“The service we have received has been fantastic. We were given great advice and nothing was too much trouble when we had questions to ask. Great staff, great service, we can't thank you enough.”

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Libertas Financial Management

(22)

Investment Planning, Estate & Succession Planning, Retirement Planning

“Andre Scotland is a very knowledgeable person. He assisted myself on a number of points, with a previous company. I have only recently sought out Andre again after transferring my pension. My husband & I are very pleased to use the services of Libert...”

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Money Advice & Planning (Livingston

(13)

What We Do, Your Goals, When Things Go Wrong

“I cannot thank Graham enough for how helpful he was during my mortgage application. As a first time buyer I was completely clueless when I got in touch with him and he was extremely patient and went through it all step by step, explaining everything ...”

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HK Wealth Managers

(16)

Savings
Retirement
Market

“Sound,trustworthy professional advice is a fundamental requirement to planning a flexible but reliable financial strategy. HKW ticks all of those boxes.”

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Condies CA

(15)

Team
The Future
Home

“Randal and the team offered excellent and detailed mortgage advice, putting my mind at ease and getting me the best possible mortgage, with great customer service and quick response by email or phone.”

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Thomson Cooper Accountants

(9)

Audit & Assurance, Debt Solutions, Payroll Bureau

“I had my initial consultation with Fiona Mitchell, who seemed to know her stuff and patiently talked me through it. She also DIDN'T try to upsell me on services I don't want or need, which I think is a big point in favour of a company and speaks to t...”

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Evangate Financial Services

(1)

Asset Finance, R&D Tax Credits, Farm Input Financing

“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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DM Pension & Investment Solutions

(29)

The Future
Advice
Company

“Highly recommend using this company. Very new to pensions and Matthew took me through everything in a very professional manner resulting in my first ever pension set up and running within 3 weeks of our first meeting. Will use him again in future n...”

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Gemap Scotland

(9)

“Simitri was fantastic helped me a great deal she was very polite and took the stress away from me and dealt with it I'm so thankfull for what she did for me thank you xx”

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Southern Financial Services

(3)

“I'm very pleased to have been introduced to SFS. I'm now confident that my financial interests are being looked after by qualified people with strong business ethics.”

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Fell Financial Planning

(1)

“Hard-working, knowledgeable team who provide excellent insight into all aspects of lifetime financial planning”

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Bird Stewart Financial Services

(1)

Business Protection, Estate Planning, Long Term Care

“My husband and I have had the pleasure of dealing with Kerry Mitchell at Bird Stewart in order to secure a mortgage deal for our first home purchase together. We thought it might be a tricky process but Kerry made it all very easy to understand and ...”

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Mark Higgins Mortgages

(15)

Advice
Stress
Product

“Highly recommend! Marks knowledge of the industry insured we got the best mortgage deal possible, aided with sorting insurance also. Definitely kept stress at a minimum throughout our house move process. Thank you again!”

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Affinity Financial Planning

“At Affinity Financial Planning Ltd, we work according to strict principles of transparency and trust. Following an initial consultation and Fact Finding process, we research, by use of the most up to date computer software, your identified requiremen...”

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Skyridge Financial Planning

(1)

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

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Sean Gilbert

(1)

“Sean contacted me quickly after my initial enquiry. He was warm and pleasant and so knowledgeable. He took time to explain things in basic terms for me to understand which was awesome. We covered so many areas on our call and he gave me some valua...”

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Average Cost	£3594
Minimum cost	£1199
Maximum cost	£10182
Avg Per Hour Rates	£361

Best Financial Advisors in Falkirk

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Falkirk area.

DTA & Co

DPB Wealth Management

Select Wealth Managers

Apple Wealth

Barry Stewart Wealth Management Partner - True Potential

Vision Lifestyle Financial Planning

Watt Financial Solutions

R&G Financial Services

Findlay & Co Financial Solutions

Libertas Financial Management

Money Advice & Planning (Livingston

HK Wealth Managers

Condies CA

Thomson Cooper Accountants

Evangate Financial Services

DM Pension & Investment Solutions

Gemap Scotland

Southern Financial Services

Fell Financial Planning

Bird Stewart Financial Services

Mark Higgins Mortgages

Affinity Financial Planning

Skyridge Financial Planning

Sean Gilbert

Retirement Planning and Investment Management Services in Falkirk Cost Estimates

Why these companies made our list

Wealth Management Advisors near Falkirk

Popular in Falkirk