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Tweed Wealth Management
“Great levels of advice and service from all staff. Would highly recommend.”
Best Financial Advisors in Inverness
Handpicked from 34 vetted & reviewed Financial Planning & Wealth Management firms in the Inverness area, discover the top 5 standout choices among the selected group of 24 finalists.
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Advanced Investment & Retirement Planning
Inheritance Tax, Investments, Pensions
“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.”
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Macdonald Group
“Great experience working with the team at the Macdonald Group. Very professional in their approach to all aspects of my requirements. Thanks”
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Watson Wood Financial Planning
“Fantastic firm to deal with.”
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Macdonald Partnership
Tax & Inheritance Planning, Wealth Management, Pension & Retirement Planning
“The business was established in Inverness in 1978 by Ian MacDonald, and is now run by his son, Ross MacDonald. Ross has been in the industry for over 25 years, giving him an extensive knowledge and experience in providing independent financial advice...”
Qualification Criteria for best of Winners
Minimum Overall Score
98 (100)
Minimum Reputation Rank
97.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Achieve Financial Planning
“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...”
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Highland Financial Services
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Associated Legal & Financial
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Macmillan Financial Planning
Business Owners, Pre Retirement, Post Retirement
“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...”
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Calvert Financial Solutions
“Very helpful and knowledgeable. A friendly service that left me feeling confident in my decisions.”
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Leggatts Financial Services
Protection, Financial Planning, Inheritance Tax Planning
“Leggatts Financial Services Limited is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in Scotland No: SC255061 at Kempfield Court, Dingwall, Ross-Shire, ...”
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Macleman Wealth
“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...”
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GE Financial Management
- Mortgage
“We've been working with Greg for some time now, and recently secured a mortgage through him after a tough process thanks to the banks.
At every step Greg was patient with me and my husband's many questions and explained things clearly. Communicati...”
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Cathedral Accountancy
“Professional and very helpful Debbie's a great help”
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Grierson Wealth Management
“Welcome to Grierson Wealth Management Grierson Wealth Management offer both individual and business clients a wealth management service of distinct quality, professionalism and expertise to help you fulfil your aims and aspirations as well as offer t...”
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Lees Wealth Management
“We offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.”
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Campbell & McConnachie
- Mortgage
“This company was able to help me when others could not. Easy going pleasant people who took most of the stress out of a stressful time, very straight with answers, very good communication throughout the duration of our business. I would and probably ...”
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Stewart Lyon Financial Services
“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”
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MMG Chartered Accountants
Wealth Management More, Accounting Advisory More, Online Accounting More
“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.”
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HK Wealth Managers
- Retirement
- Investment
- Savings
“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...”
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Advanced Financial Planning Scotland
First Time Buyer Mortgages, Re Mortgages, Buy-to-Let Mortgages or Self-Build Mortgages, Inheritance Tax & Estate Planning, Financial Planning Services
“Very efficient service and definitely worth a visit if you want some money advice, also staff were very friendly on arrival”
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Machardy Alexander & Whyte
Residential Property, Agricultural, Tax and Financial Planning
“Efficient, professional, matters dealt with quickly.”
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The Independent Mortgage Partnership
Buy to Let, First Time Buyers, Mortgage & Individual Protection
“First class service from Dawn. From first initial mortgage set up to recent remortgage I cannot recommend Dawn enough, always happy to help. She went above and beyond to get me a better mortgage rate. Would definitely recommend Dawn and IMP to friend...”
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Libertas Financial Management
Estate & Succession Planning, Retirement Planning, Investment Planning
“Calum has helped us set up our retirement plan recently and guided us every step of the way with his excellent professional advice and friendly manner . If it's face to face advice you want rather than a phone conversation then Calum is your man . No...”
Retirement Planning and Investment Management Services in Inverness Cost Estimates
Minimum cost
£1207
Maximum cost
£10246
National Average
£3616
Avg Per Hour Rates
£363
£2411
£6630
Fair price range is based on
507 cost profiles
Why these companies made our list
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