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

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!”
In Business Since 2023
Stadium House, Alderstone Rd, Livingston EH54 7DN
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Money Advice & Planning (Livingston

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,...”
Alba Innovation Centre the Alba Campus, Livingston EH54 7GA
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AKC Independent Financial Advisers

AKC Independent Financial Advisers

(1)
“Friendly, helpful, good advice and highly recommend Kirsty and Alan.”
In Business Since 2016
4 Houston Interchange, Livingston EH54 5DW
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GMB Portfolio Services

GMB Portfolio Services

Interchange, 2 Houston, Livingston EH54 5DW
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Rutland Independent Wealth Management

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.”
Dryburgh House, 3 Meikle Rd, Livingston EH54 7DE
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Sean Gilbert

Sean Gilbert

8 Deer Park Avenue Fairways Business Park, Livingston EH54 8AF
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Strategic Wealth Solutions

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...”
Office 10, 109 Swanston Rd, Edinburgh EH10 7DS
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EWS Financial Advisers

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.”
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
“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!”
Family Business
15 Montagu Terrace, Edinburgh EH3 5QR
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Purpose Financial Planning

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 👍 …”
Transparent Fees & Pricing
5 S Charlotte St, Edinburgh EH2 4AN
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Roseview Wealth Management

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”
Serving Livingston Area
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Hamilton Financial

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 ...”
38 Dean Park Mews, Edinburgh EH4 1ED
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Ethical Futures Llp

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!”
Transparent Fees & Pricing
9 Mansfield Pl, Edinburgh EH3 6NB
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Evangate Financial Services

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

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.”
41 Charlotte Square, Edinburgh EH2 4HQ
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DPB Wealth Management

DPB Wealth Management

(8)
  • Information
“I've dealt with Darren on a few occasions for various bits of advice and have always found him knowledgeable and very professional. I would highly recommend him for any of your financial advice needs.”
20+ Years Experience
40 Kersebrock Pl, Falkirk FK2 8ST
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Mearns & Company Limited

Mearns & Company Limited

(8)
  • Retirement
“I can highly recommend Mearns. Highly professional, polished company & team with impeccable standards. So easy to put your trust in them for any financial dealings & nothing is ever too much trouble!”
In Business Since 2011
Anchor House, 112 Commercial St, Leith, Edinburgh EH6 6NF
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Headsup Wealth

Headsup Wealth

(6)
  • Company
“Since retiring I have received excellent advice and proactive help with my retirement planning and pensions. Everything has been explained to me in a straightforward and easy to understand way. So far I am very satisfied with the service provided by ...”
5 S Charlotte St, Edinburgh EH2 4AN
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Select Wealth Managers

Select Wealth Managers

(1)
Estate Planning, Life Cover, Corporate Advice
“Professional services well executed at a fair price.”
45 Vicar St, Falkirk FK1 1LL
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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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A1 Financial Solutions

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.”
In Business Since 2002
103 Rose St N Ln, Edinburgh EH2 3DX
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Mackay Hall Financial Services

Mackay Hall Financial Services

(1)
Advice For Medical Professionals, Advice on Personal Injury Awards, Advice For Dental Professionals
“Great expert advice”
2 Coates Cres, Edinburgh EH3 7AL
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Biuropl

Biuropl

(5)
“I highly recommend it!! :)”
In Business Since 2011
9 Duke St, Leith, Edinburgh EH6 8HG
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Retirement Planning and Investment Management Services in Livingston Cost Estimates

Minimum cost
£1209
Maximum cost
£10265
National Average
£3623
Avg Per Hour Rates
£364
£2416
£6642
Average price range is based on 408 cost profiles
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Average Cost £3623
Minimum cost £1209
Maximum cost £10265
Avg Per Hour Rates £364

Average range £2416 to £6642 is based on 408 cost profiles.

Why these companies made our list

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