Best Financial Advisors in Kirkcaldy

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Kirkcaldy area.

Cairn Independent

Cairn Independent

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

DWM Financial Planning

John Smith Business Park, 1 Begg Rd, Kirkcaldy KY2 6HD
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Strategic Wealth Solutions

Strategic Wealth Solutions

(50)
Investment Planning, Other Services, Estate Planning
“Keith & Ryan are very knowledgeable in their field. Both are so detailed in their care & attention of our needs. We wouldn't go anywhere else for help & advice”
Office 10, 109 Swanston Rd, Edinburgh EH10 7DS
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EWS Financial Advisers

EWS Financial Advisers

(34)
  • The Future
  • Informative
  • Feeling
“Matthew was very friendly and knowledgeable. He explained everything in simple terms and I'd be happy to recommend EWS to anyone looking for help with their money.”
SUITE 3, Thistle House, 21-23 Thistle St, Edinburgh EH2 1DF
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Seed Financial Planning

Seed Financial Planning

(14)
  • First Time Buyer
  • Mortgage
  • Insurance
“5 stars from start to finish! As a first time buyer, I had so many questions and nerves along the way, and Steven was absolutely amazing in answering my questions, being available to talk things through, and securing me the best mortgage rate possibl...”
Family Business
15 Montagu Terrace, Edinburgh EH3 5QR
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Purpose Financial Planning

Purpose Financial Planning

(9)
  • Pensions
  • Financial Advice
  • Confidence
“I contacted Andy after seeing his post on social media about saving for your children. His advice was super helpful as I am now able to save much more effectively for my current son and to plan for my next son due in July. He was prompt to answer any...”
Transparent Fees & Pricing
5 S Charlotte St, Edinburgh EH2 4AN
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Hamilton Financial

Hamilton Financial

(8)
Pensions, Mortgages, Loans & Equity Release, Financial & Tax Planning
“I have known both Andrew and his colleagues for many years and I asked him to be my IFA five or so years ago. I have had sound advice from them and my pension fund has grown well. Their fees are at the lower end of what the market charges and always ...”
38 Dean Park Mews, Edinburgh EH4 1ED
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Ethical Futures Llp

Ethical Futures Llp

(3)
Assess, On-Going, Plan
“I've experienced no reduction of service from the team at Ethical Futures during the pandemic - bravo!”
Transparent Fees & Pricing
9 Mansfield Pl, Edinburgh EH3 6NB
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Evangate Financial Services

Evangate Financial Services

(1)
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 ...”
Transparent Fees & Pricing
Coupons & Offers
In Business Since 2017
Family Business
2 Stoneycroft Rd, South Queensferry EH30 9HX
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McHardy Private Wealth

McHardy Private Wealth

(9)
  • Future
“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...”
41 Charlotte Square, Edinburgh EH2 4HQ
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First Class Mortgage Advice

First Class Mortgage Advice

(5)
“I couldn't recommend Paul more. He's very knowledgeable and puts you at ease. Has a can do plan for even the most difficult mortgage.”
Coupons & Offers
155 Dalry Rd, Edinburgh EH11 2EA
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Mearns & Company Limited

Mearns & Company Limited

(8)
  • Retirement
“I must commend Graeme and the team at Mearns and Co for going the extra mile when dealing with my wife and I planning for retirement. Even though we had agreed on a plan the team still went ahead and negotiated a better deal on our behalf. It is fant...”
In Business Since 2011
Anchor House, 112 Commercial St, Leith, Edinburgh EH6 6NF
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More Than Mortgages

More Than Mortgages

(9)
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 ...”
Serving Kirkcaldy Area
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McM Financial

McM Financial

(7)
  • Knowledge
“Roddy helped me purchase my first home, and he was excellent. Extremely knowledgable which was a great help for someone navigating that environment for the first time, and always prompt with responses and getting everything done. All of this on top o...”
In Business Since 2003
68 Gilberstoun, Edinburgh EH15 2QY
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Headsup Wealth

Headsup Wealth

(6)
  • Company
“Came on board with Benjamin at Heads up Wealth and never looked back. Now retired but working again on job that I love and his help and advice have been invaluable. Have been with other financial companies in the past who all have one thing in comm...”
5 S Charlotte St, Edinburgh EH2 4AN
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Mackay Hall Financial Services

Mackay Hall Financial Services

(1)
Advice For Your Business, Advice on Personal Injury Awards, Advice For You
“Great expert advice”
2 Coates Cres, Edinburgh EH3 7AL
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JM Independent Financial Advisers

JM Independent Financial Advisers

(1)
Investments, Pensions, Inheritance Tax
“What financial advisers!”
1 Randolph Clf, Edinburgh EH3 7TZ
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Biuropl

Biuropl

(5)
“Very good cooperation and quick communication, highly recommend Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2011
9 Duke St, Leith, Edinburgh EH6 8HG
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A1 Financial Solutions

A1 Financial Solutions

(1)
Pensions, Savings, Mortgages
“A1 Financial Solutions are my immediate point of call for a number of personal financial matters and I regularly suggest A1 to friends, family and business contacts with complete confidence.”
In Business Since 2002
103 Rose St N Ln, Edinburgh EH2 3DX
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XPS Group

XPS Group

Transparent Fees & Pricing
In Business Since 2015
3rd Floor, East Wing, 40 Torphichen St, Edinburgh EH3 8JB
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Barclays Wealth & Investment Management

Barclays Wealth & Investment Management

“👍👍👍 …”
Transparent Fees & Pricing
Emergency Services
11 Melville Cres, Edinburgh EH3 7LU
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Principal & Prosper

Principal & Prosper

Business, Individual, Consumer Duty
250+ Years Experience
55 Melville St, Edinburgh EH3 7HL
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Hymans Robertson

Hymans Robertson

Insurance, Digital Wealth, Back to Main Menu
1, Exchange Place, Semple St, Edinburgh EH3 8BL
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Melville Independent PLC

Melville Independent PLC

(4)
“I often recommend Ali M to other Landlords because he gives excellent advice on several products and never pushes me into making a decision”
10 Melville St, Edinburgh EH3 7NS
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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
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Average Cost £3618
Minimum cost £1207
Maximum cost £10252
Avg Per Hour Rates £363

Average range £2413 to £6634 is based on 497 cost profiles.

Why these companies made our list

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