Best Financial Advisors in Glenrothes

The highest-rated Financial Planning & Wealth Management companies out of 38 vetted & reviewed in the Glenrothes area.

Empowered by Cloud

Empowered by Cloud

(5)
Limited Company Accounting, Bookkeeping, CIS
“Been working with Empowered by Cloud for several years now using the bookkeeping service which is invaluable for our business. A friendly and responsive service that helps reduce our administration and ensure our accounting system is updated in real ...”
In Business Since 2017
Remote Consultations Available
Lomond Business Park, Suite 5C, Unit 5, Baltimore Rd, Glenrothes KY6 2PJ
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EQ Accountants

EQ Accountants

Corporate Finance, Taxation, Financial Planning
“In accordance with the disclosure requirements of the Services Regulations 2009, our professional indemnity insurer is International General Insurance Company (UK) Ltd, 15-18 Lime Street, London, EC3M 7AN. The territorial coverage is worldwide (exclu...”
Saltire Centre, Pentland House, Glenrothes KY6 2AH
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Whyte Sharp Independent

Whyte Sharp Independent

(4)
“Fantastic advice, assistance and friendly service from Alastair at Whyte Sharpe who made combining pensions and future planning simple and straight forward taking the hassle out of things. Definitely recommend!”
Serving Glenrothes Area
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Evangate Financial Services

Evangate Financial Services

(1)
Business Loans, Farm Input Financing, Commercial Mortgages
“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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Thomson Cooper Accountants

Thomson Cooper Accountants

(8)
Corporate Finance Services, Scotland Debt Solutions, Cloud Accounting Services
“I needed some advice and found one of the partners - Mark Mitchell very approachable,helpful and he really knows his stuff. Couldn't recommend more highly”
In Business Since 2001
3 Castle Ct, Carnegie Campus, Dunfermline KY11 8PB
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More Than Mortgages

More Than Mortgages

(9)
Savings, Ethical Investment, Mortgages and Home Loans
“Danielle was so helpful with finding the right mortgage for my complex working arrangements, and as a first time buyer. The online portal is easy to use, and they were quick and communicative throuhgout the process. They really went above and beyond!”
Serving Glenrothes Area
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A S Wealth Management

A S Wealth Management

(15)
  • Pension
  • Team
  • Future
“Andrew and the team have been excellent and made our first time investment experience easy from start to finish. He has been honest and down to earth throughout the whole process and we look forward to seeing our invest grow in future years to come. ...”
8 Atholl Crescent 2nd Floor: Room 1 & 2, Perth PH1 5NG
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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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Dalbeath Financial Planning

Dalbeath Financial Planning

(9)
Life Insurance, Buy to Let, Trusts and Care
“Friendly, knowledgable and professional. I've now used Dalbeath Financial Planning to help me set up a pension and a mortgage and I've been very impressed with their services. I think they offer excellent value for money and will happily use them aga...”
In Business Since 2014
Serving Glenrothes Area
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Financial Planning Union

Financial Planning Union

(3)
“We went to James when we bought our first house and he was the first we went to when we wanted to move. We are a very complicated case with my husband being disabled but he put an incredible amount of work into our case and managed to get the LIFT Sc...”
35+ Years Experience
1 Rose Cres, Perthshire, Perth PH1 1NS
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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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AJD Financial Services

AJD Financial Services

(1)
“I have used Alistair for a number of years and I have always found him to provide good sound financial advice in a clear and concise manner. Furthermore, he is easy to talk to and a pleasure dealing with.”
2 Charlotte St, Perth PH1 5LL
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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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Cairn Independent

Cairn Independent

(1)
“Friendly knowledgeable staff.Advice and assistance first class.”
In Business Since 2015
Priory View, Victoria Road, Kirkcaldy KY1 2SA
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Carbon Financial Partners

Carbon Financial Partners

“We do things differently at Carbon. We specialise in financial planning supported by investment strategies that achieve market-beating results. Investing for the future is important, but so is having fun today. We'll show you how much you can spend o...”
Robertson House, 1 Whitefriars Cres, Perth PH2 0PA
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RS Robertson Financial Planning

RS Robertson Financial Planning

(7)
“My husband and I have been very impressed with the services provided to us by RS Robertson over the last 20 years. The service is very professional and yet personal offering very helpful conversations so we can clarify our financial needs and they ca...”
Serving Glenrothes Area
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DWM Financial Planning

DWM Financial Planning

“DWM Financial Planning Ltd is registered in Scotland, Number SC292937. Registered Office: John Smith Business Park, 1 Begg Road, Kirkcaldy, Fife, KY2 6HD.”
John Smith Business Park, 1 Begg Rd, Kirkcaldy KY2 6HD
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James Hair & Co

James Hair & Co

(1)
“Got a lovely wee clean up on top very pleased. I wasn't offered a lollipop though. that is why they did not receive a 5 star. Yours sincerely your local guide Daniel.”
Serving Glenrothes Area
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JLS Associates

JLS Associates

(1)
“Very good service”
Serving Glenrothes Area
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Planwise Financial

Planwise Financial

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

Macbeth Currie Financial Services Limited

Pension Income Drawdown, Re-Mortgaging, Equity Release
“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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Macaulay Wealth Management

Macaulay Wealth Management

“Donald listened carefully to what my needs were and explained to me my options. He used simple language, answered all of my questions clearly (even the stupid ones) and put my mind at rest. He took time to find out what I would like to do in the futu...”
Algo Business Centre, Glenearn Rd, Perth PH2 0NJ
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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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Retirement Planning and Investment Management Services in Glenrothes Cost Estimates

Minimum cost
£1201
Maximum cost
£10201
National Average
£3600
Avg Per Hour Rates
£362
£2401
£6601
Fair price range is based on 402 cost profiles
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Average Cost £3600
Minimum cost £1201
Maximum cost £10201
Avg Per Hour Rates £362

Fair range $2401 to $6601 is based on 402 cost profiles.

Why these companies made our list

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