Best Financial Advisors in Inverness

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Inverness area.

Advanced Investment & Retirement Planning

Advanced Investment & Retirement Planning

(2)
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.”
7 Ardross St, Inverness IV3 5PL
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Watson Wood Financial Planning

Watson Wood Financial Planning

(2)
More Info
“Great pension advice Positive Responsiveness, Professionalism”
35+ Years Experience
Fairways Business Park, Slackbuie Ave, Inverness IV2 6AA
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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
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Macdonald Partnership

Macdonald Partnership

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

57 North Financial Planning

In Business Since 2022
Transparent Fees & Pricing
The Greenhouse, Beechwood Business Park, Inverness IV2 3BL
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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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Associated Legal & Financial

Associated Legal & Financial

In Business Since 2002
33 Academy St, Inverness IV1 1JN
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Macmillan Financial Planning

Macmillan Financial Planning

(4)
Business Owners, Pre Retirement, Post Retirement
“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...”
Transparent Fees & Pricing
Serving Inverness Area
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Leggatts Financial Services

Leggatts Financial Services

Serving Inverness Area
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Macleman Wealth

Macleman Wealth

In Business Since 2021
Serving Inverness 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)
  • Mortgage
  • Communication
“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...”
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)
  • Products
  • Information
  • Mortgage
“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...”
In Business Since 2006
Serving Inverness Area
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Stewart Lyon Financial Services

Stewart Lyon Financial Services

Serving Inverness Area
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Macintyre Wealth Management

Macintyre Wealth Management

(7)
“Very knowledgable about the market. Andy provided sound advice, taking the time to explain options and opportunities. This helped with a very important investment decision. Recommended!”
20+ Years Experience
Family Business
Serving Inverness Area
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Grant Alex M & Co

Grant Alex M & Co

(1)
Pensions, Protection, Mortgages
“Great service and advice for over 20 years from Alex.”
In Business Since 2001
Serving Inverness Area
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Machardy Alexander & Whyte

Machardy Alexander & Whyte

(2)
Residential Property, Agricultural, Tax and Financial Planning
“Efficient, professional, matters dealt with quickly.”
Serving Inverness Area
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Pamela McGowan Financial Services

Pamela McGowan Financial Services

(1)
“Very happy with the pensions advice we received.”
Serving Inverness Area
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Cairn Analytics

Cairn Analytics

Serving Inverness Area
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Camerons Financial Planning

Camerons Financial Planning

Serving Inverness Area
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Anderson Wealth Management

Anderson Wealth Management

Serving Inverness Area
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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
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Average Cost £3616
Minimum cost £1207
Maximum cost £10246
Avg Per Hour Rates £363

Fair range £2411 to £6630 is based on 507 cost profiles.

Why these companies made our list

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