Best Financial Advisors in Inverness

“Used Ross Smith to help provide me with guidance on an investment ISA. Found him to be very friendly and helpful. Would highly recommend to anyone considering using his services.”

“Great pension advice Positive Responsiveness, Professionalism”

“Great levels of advice and service from all staff. Would highly recommend.”

“MacDonald Partnership are delighted to announce a new Independent Financial Adviser has joined the Inverness team. Bradley Cross will be working alongside Ross MacDonald in Inverness to help business owners, individuals and their families navigate th...”

“Navigating the financial challenges life presents is tough on your own. That's why we're here. We provide trusted, client-focused independent financial planning services to guide you as you map out your journey through life. Come and meet us and find...”

“Independent Financial Advice Since 2010….. We have been providing independent financial advice since 2010 and are proud to be able to offer our clients a holistic unbiased approach to financial planning. We will work with you to construct your own in...”

“In an industry often dominated by jargon and sales-speak, Graeme is a breath of fresh air. He listens carefully to our priorities and aspirations, delivers on his recommendations and has a gift of making often complex financial considerations unders...”

“Macleman Wealth Ltd have years of experience in Investment advice, inheritance tax planning and pensions. We are pension transfer specialists, and can advise on the suitability of final salary pension transfers. We have Personal Tax and Trust Plannin...”

“Leggatts Financial Services is an Independent financial advice firm providing clear, simple, practical whole of market advice tailored to our clients' needs. We deliver financial advice to individuals, families and business owners to help plan for th...”

“Professional and very helpful Debbie's a great help”

“We can't thank Callum enough for helping and advising us through the process of buying our first home. He took the time to explain things we weren't sure of and advised the best products available. It made a stressful time so much simpler and we coul...”

“And discuss your current situation and hear about your medium and long term goals. We will work with you to create and implement a bespoke financial plan, which we will regularly review to ensure it”

“Earlier this year I contacted Phil Anderson Financial Services to review my pensions and life insurance policies to ensure that I was planning for my future and that my children would be provided for should something happen to me. Phil put me in t...”

“HIGHLY RECOMMEND Dawn to deal with any mortgage enquiries or applications. Our situation proved to be challenging but Dawns professionalism tackled all hurdles with determination and positivity. We can not thank her enough for everything she done t...”

“Would highly recommend Johnny and his team! They were great! They helped us with everything and explain all things very clear and they were always answering fast and good to all our questions. Thanks to them we could buy our first property! No ...”

“All advice that Calum Scott gave was very thorough. He is always very friendly and approachable but never pushy. Calum kept me in the loop at all times and explained everything to me in layman's terms which I greatly appreciated, as not only was thi...”

“Dear John, I would like to thank yourself and Brimmond Financial Planning on behalf of David and myself, we have had policies in place for some time for our families and also key man insurance should something happen to either one of us. The level ...”

“Paul Crichton and all his colleagues at MMG are always very helpful which makes our annual accounts much easier. Always excellent updates and sound advice too. Convenient to have someone local too.”

“I am delighted with the professional advice provided by Garry Hale of HK Wealth Managers in every aspect of my pension provisions. Garry provides the highest level of professionalism and expert advice in a complex market place. I'd recommend HK Weal...”