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Cairn Independent
“Friendly knowledgeable staff.Advice and assistance first class.”
Best Financial Advisors in Kirkcaldy
The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Kirkcaldy area.
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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.”
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Steedman and Company
Back, Back, Back
“We have used Steedman & co as our accountants through various different businesses since 1988 and through all the ups and downs in business between then & now we have allways found their service to be excellent, Small enough to have 1 to 1 contact wh...”
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SBC Financial
“cannot speak highly enough of sbc financial,everything done as always fantastically well and super efficiently by stuart & dionne with a smile on their face.”
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Whyte Sharp Independent
“First class financial advice, and service from Alastair and the team. Whyte Sharp made our first home purchase straight forward and stress free. Amazing communication and professionalism, keeping us informed every step of the way”
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EWS Financial Advisers
- The Future
- Understand
- Pension
“David and Alan provide an excellent financial advisory service. I have had financial advice from people in this company for around 25 years and the professionalism and competence has always been excellent.
Their financial expertise is sound, their f...”
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Morton Fraser Lawyers
- Advice
- Compassion
- Employment
“Morton Fraser were recommended to me, and we were Contacted by Hayley Johnson. I have had issues with my employer for the last 5 yrs, Racism, Bullying, Harrasment , and discrimination and this has affected not just myself but my whole family. Forget ...”
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Strategic Wealth Solutions
- Pension
- Company
- Understand
“We would not have been in a position to buy our flat without Keith's expert help, allowing us to secure a mortgage that worked for us, within a very tight deadline. At the time, we were new to the ins and outs of the Scottish property system and we w...”
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Spentwell
- Options
- The Future
- Jargon
“Having had markedly mediocre experiences with financial advisors in the past I sought Keith's help for a review of my finances.
Initially i was attracted to Spentwell by the promise of a jargon-free approach. The initial getting to-know-you session...”
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Evangate Financial Services
Asset Finance, Rural Finance, Invoice Finance
“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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Empowered by Cloud
Finance Outsourcing Services, CIS, Limited Company Accounting
“Empowered by Cloud have been fantastic at helping us to keep on top of our bookkeeping and accounting. Their initial comprehensive review of our existing arrangements enabled them to gain a solid understanding of our business, and their subsequent he...”
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Thomson Cooper Accountants
Audit & Assurance Services, Payroll Bureau, Business Recovery Services
“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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Geoghegans Chartered Accountants
Accountancy, Wealth Management, Outsourcing
“Professional, skilled and strive to meet your businesses needs.”
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Ethical Futures Llp
Assess, On-Going, Plan
“I've experienced no reduction of service from the team at Ethical Futures during the pandemic - bravo!”
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Wishart Wealth Management
“The folks at Wishart Wealth and Iain Wishart in particular, who I have dealt with, are very professional, open and friendly in their approach and conduct; nothing is too much trouble, queries are responded to quickly. Great care and as much time as n...”
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Barclays Wealth
Agreement in Principle, Managing Your Mortgage, Mortgage Guidance and Advice
“👍👍👍”
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PW & Partners
Client Testimonials
“From start to finish throughout my mortgage application process and beyond, my adviser's (Rebecca Helsby) help has been indispensable. She took great care to find me the best available deal, having first taken the time to fully understand my requirem...”
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Scholes Chartered Accountants
“We have worked with Frosts for many years. Always a pleasure to have Steve visit our office for our quarterly management accounts. Very professional, very approachable and always happy to help. Cannot recommend Frosts enough.”
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More Than Mortgages
Retirement, Savings, Protection
“Danielle at More than Mortgages provided us with excellent service. We are first time buyers and found the whole process really easy with Danielle's support. She talked us through everything and made it easy to understand. Would definitely recommend ...”
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Keith Roseburgh Financial
- Retirement
“We started with Keith last year. I had recently just turned 55 and needed advice on my pension options.
Thankfully Keith steered us down the right path with thorough and detailed information, we were delighted with his straight forward no nonsense ...”
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Verity Financial Planners
Savings & Investments, Research, Protection
“Fantastic people, great service.”
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Creditas Financial Solutions
“Huge thanks (on behalf of myself & my partner) to Cat & Josh for all their hard work!! Keep the good work up guys! Thanks again!”
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Mackay Hall Financial Services
Investment Planning, Protection Planning, Retirement Planning
“Great expert advice”
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Seed Financial Planning
“At the heart of our approach is recognising that every client is different. We will be your trusted financial planner, someone who understands your needs and someone who will work with you to achieve what you want.”
Retirement Planning and Investment Management Services in Kirkcaldy Cost Estimates
Minimum cost
£1207
Maximum cost
£10252
National Average
£3618
Avg Per Hour Rates
£363
£2413
£6634
Average price range is based on
497 cost profiles
Why these companies made our list
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