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Findlay & Co Financial Solutions

(27)

Communication
House
Mortgage

“I used Kenny and the team recently for my remortgage and they looked after me from start to finish with regular communication throughout. Would highly recommend!”

Featured

🏠 Calling all local residents in need of mortgage advice! 🌟 Are you searching for a trusted local mortgage adviser to guide you through the complex world of mortgages? Look no further! As a member of our community, I understand the unique needs and challenges you face when it comes to buying or remortgaging your home. With years of experience and a commitment to providing personalised, tailored advice, I'm here to help you find the most suitable mortgage solution for your individual circumstances. Whether you're a first-time buyer, moving home, or looking to remortgage, I'll work closely with you to ensure you make informed decisions every step of the way. Don't navigate the mortgage market alone – let's work together to turn your homeownership dreams into a reality. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. Contact me today to schedule a consultation and take the first step towards securing your future. Your trusted local mortgage adviser is here to support you every step of the way! 🏡💼...

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Money Advice & Planning (Livingston

(13)

What We Do, Your Goals, When Things Go Wrong

“An excellent service from Graham, we had a tight turnaround to complete on a house purchase and he managed to sort the mortgage for us quickly and very efficiently. I would highly recommend him to friends and family. Positive Responsiveness, Quality,...”

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AKC Independent Financial Advisers

(1)

“Friendly, helpful, good advice and highly recommend Kirsty and Alan.”

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GMB Portfolio Services

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”

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Rutland Independent Wealth Management

(1)

“Craig was very patient and clear when helping me to understand my options for retirement. He left me feeling confident in my financial choices. I'd highly recommend his advice.”

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Sean Gilbert

“I am an independent financial adviser (IFA) based in Livingston, and I work with clients throughout Scotland. I help my clients make informed decisions about their finances. Whether you are approaching retirement, looking to review existing arrangeme...”

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Seed Financial Planning

(14)

First Time Buyer
Mortgage
Insurance

“WOW what a service IHT planning was second to none I can now sleep better at night and my family will be happy. Thank you Iain for all your help, guidance and advice. I will be recommending you to my friends!”

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A1 Financial Solutions

(1)

Savings, Pensions, 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.”

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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”

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Strategic Wealth Solutions

(50)

Other Services, Corporate Services, Estate Planning

“Keith Barr at Strategic Wealth has been brilliant. He is managing my pension and was very thorough going over all my expenses etc before deciding what course to take. He is very understanding with extensive knowledge. He has also dealt with any small...”

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Morton Fraser Macroberts

(47)

Felt
Expertise
Redundancy

“Very personable and kind service, which was much appreciated at this stressful time. I felt that Caroline was thorough and made sure to cover things I had not even thought about. I would definitely recommend her and I will not use anybody else”

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Anderson Strathern Solicitors Edinburgh

(49)

Compassionate
Employment Law
Efficient

“I have received the most compassionate and helpful support from Chris Weir (Director) at Anderson Strathern. Chris made himself available and accessible to me as I needed him. He gave me helpful advice and counsel throughout the whole of my case a...”

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EWS Financial Advisers

(34)

Feeling
Informative
Questions

“David helped me with some excellent advice around investing some money which I had come into. David is a highly diligent and knowledgeable individual whom I had complete trust in from start to finish.”

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Condies CA

(15)

Financial
Selling
The Future

“Randal and the team offered excellent and detailed mortgage advice, putting my mind at ease and getting me the best possible mortgage, with great customer service and quick response by email or phone.”

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Purpose Financial Planning

(9)

Pensions
Financial Advice
Confidence

“Great support in helping plan for our future. Gave constructive advice, managed to dig up all the relevant information needed to help us make an informed decision! Definitely recommend 👍 …”

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Roseview Wealth Management

(15)

Protection, Mortgages, Wealth Management

“I find Kevin very professional and knowledgeable, he explains in simple language the processes that are involved and keeps me informed at every turn. I would highly recommend Roseview Wealth Management”

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Thomson Cooper Accountants

(9)

Wealth Management, Business Recovery, Payroll Bureau

“I needed some advice and found one of the partners - Mark Mitchell very approachable,helpful and he really knows his stuff. Couldn't recommend more highly”

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DTA & Co

(12)

Information
Team
Period

“We are working with DTA & Co now for 7 years and we are more than happy with the professional service we get. Deborah and team always go the extra mile to help when we need it. We can highly recommend them.”

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Hamilton Financial

(8)

Tax Efficient Products, Mortgages, Loans & Equity Release, Inheritance Tax (Iht) Savings

“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 ...”

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LAS Accounting

(14)

Management Reports, Confirmation Statements, Corporation Tax Services

“Laura has helped us very much, she showed professionalism, fast and easy communication, and very reliable. Very punctual and is an excellent account. Highly recommend her as an account and I'm looking forward to working with Laura again. Thank you so...”

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Evangate Financial Services

(1)

Renewable Energy Finance, Farm 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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Ethical Futures Llp

(3)

On-Going, Assess, Plan

“I've experienced no reduction of service from the team at Ethical Futures during the pandemic - bravo!”

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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.”

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McHardy Private Wealth

(9)

Future

“I've always found Wishart Wealth Management to be approachable, professional and reliable. They have provided me with great and valuable independent financial advice and planning over the years.”

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Average Cost	£3623
Minimum cost	£1209
Maximum cost	£10265
Avg Per Hour Rates	£364

Best Financial Advisors in Livingston

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Livingston area.

Findlay & Co Financial Solutions

Money Advice & Planning (Livingston

AKC Independent Financial Advisers

GMB Portfolio Services

Rutland Independent Wealth Management

Sean Gilbert

Seed Financial Planning

A1 Financial Solutions

Melville Independent PLC

Strategic Wealth Solutions

Morton Fraser Macroberts

Anderson Strathern Solicitors Edinburgh

EWS Financial Advisers

Condies CA

Purpose Financial Planning

Roseview Wealth Management

Thomson Cooper Accountants

DTA & Co

Hamilton Financial

LAS Accounting

Evangate Financial Services

Ethical Futures Llp

First Class Mortgage Advice

McHardy Private Wealth

Retirement Planning and Investment Management Services in Livingston Cost Estimates

Why these companies made our list

Wealth Management Advisors near Livingston

Popular in Livingston