Best Financial Advisors in Livingston

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

Money Advice & Planning (Livingston

Money Advice & Planning (Livingston

(11)
Tax Planning, Retirement Planning, When Things go Wrong
“Highly recommend. Offer a very professional, stress free service. Used for our mortgage and mortgage renewal. If you want to fully understand the best option for you and be guided step by step then look no further!”
The Alba Centre, Business Centre, Livingston EH54 7EG
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Findlay & Co Financial Solutions

Findlay & Co Financial Solutions

(8)
  • Team
“I was clueless about mortgages and the whole house buying process so really appreciated Findlay & Co taking me through the process which overall was significantly easier and smoother with their help than I thought would be the case!”
Stadium House, Alderstone Rd, Livingston EH54 7DN
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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

“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...”
Interchange, 2 Houston, Livingston EH54 5DW
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Eagle Asset Finance

Eagle Asset Finance

Tax Loans, Leasing, Hire Purchase
“With a wide knowledge of the forestry machinery and suppliers, we aim to make the process of financing vehicles and equipment as easy and seamless as possible. We offer competitive interest rates coupled with a friendly professional service and deal ...”
31 Barn Pl, Livingston EH54 7EN
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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

“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...”
In Business Since 2020
8 Deer Park Avenue Fairways Business Park, Livingston EH54 8AF
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Steedman and Company

Steedman and Company

(27)
Back, Back, Back
“Delightful to work with. The team is fantastic and the quality of customer care is unprecedented. They always do an outstanding job. I have no shortage of good things to say about this company.”
Family Business
Free Initial Consultation
3 Queen St, Edinburgh EH2 1JE
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SBC Financial

SBC Financial

(1)
“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.”
208 Dalkeith Rd, Edinburgh EH16 5DT
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Alan Steel Asset Management

Alan Steel Asset Management

(2)
Portfolio Building, Investments, Close
“Excellent”
In Business Since 1996
Serving Livingston Area
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Whyte Sharp Independent

Whyte Sharp Independent

(4)
“Fantastic advice, assistance and friendly service from Alastair at Whyte Sharpe who made combining pensions and future planning simple and straight forward taking the hassle out of things. Definitely recommend!”
Serving Livingston Area
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A.r.d. Consultancy Limited

A.r.d. Consultancy Limited

(30)
  • Sound
  • Meetings
  • Decision
“I have been very satisfied with the way that Andrew and his team have managed my investments especially after the turbulence of the last 2 years. We have always been kept updated and informed about the market and I have learnt a lot through their web...”
Free Initial Consultation
9 Melville St, Falkirk FK1 1HZ
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EWS Financial Advisers

EWS Financial Advisers

(29)
  • Business
  • Understand
  • Questions
“Superb service from David who went out of his way to assist me with a query - took time out of his day to talk through a number of options and I will most certainly be going back.”
In Business Since 2019
SUITE 3, Thistle House, 21-23 Thistle St, Edinburgh EH2 1DF
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Morton Fraser Lawyers

Morton Fraser Lawyers

(27)
  • Happy
  • Employment
  • Compassion
“Nadia has supported my ILR application. Very pleased with their attitude and professionalism. Communication has been excellent with attention to details.”
In Business Since 1998
Quartermile Two, 2 Lister Square, Simpson Loan, Edinburgh EH3 9GL
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Strategic Wealth Solutions

Strategic Wealth Solutions

(30)
  • Understand
  • Company
  • Mortgage
“Came to Strategic Wealth Solutions to get a mortgage for my limited company as a keen property investor. Quick and easy process and kept in touch throughout the whole time. Friendly and knowledgable team.”
Office 10, 109 Swanston Rd, Edinburgh EH10 7DS
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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
Offers Financing Options
2 Stoneycroft Rd, Queensferry, Edinburgh EH30 9HX
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Spentwell

Spentwell

(13)
  • Goals
  • The Future
  • Understand
“Easy to understand jargon free advice. Keith is personable and takes the time to understand what matters to you and how to plan your financial future accordingly. Great value for money and I would recommend Spentwell to anyone.”
2 Hill St, Edinburgh EH2 3JZ
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DTA & Co

DTA & Co

(12)
  • Information
  • Team
  • Period
“Can't thank Deborah, Andy and the team highly enough for their fantastic work they have been doing in this difficult time. Would recommend their business to anyone needing their financial work covered.”
In Business Since 2012
54a Cow Wynd, Falkirk FK1 1PU
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Thomson Cooper Accountants

Thomson Cooper Accountants

(8)
Wealth Management Solutions, Business Recovery Services, 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”
In Business Since 2001
3 Castle Ct, Carnegie Campus, Dunfermline KY11 8PB
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Geoghegans Chartered Accountants

Geoghegans Chartered Accountants

(2)
Outsourcing, Wealth Management, Corporate Finance
“Professional, skilled and strive to meet your businesses needs.”
Transparent Fees & Pricing
6 St Colme St, Edinburgh EH3 6AD
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Wishart Wealth Management

Wishart Wealth Management

(9)
“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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Ethical Futures Llp

Ethical Futures Llp

(1)
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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PW & Partners

PW & Partners

(4)
Client Testimonials
“We found Rebecca and St James Place to be well informed, and efficient in listening to and identifying the right product for our specific requirements. All correspondence was dealt in a friendly, professional and timely matter. We have no hesitation ...”
18-22 Melville St, Edinburgh EH3 7NS
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Barclays Wealth

Barclays Wealth

Help to Buy, Managing Your Mortgage, Buy-to-Let Rates
“👍👍👍”
Transparent Fees & Pricing
Emergency Services
Melville Cresent, Edinburgh EH3 7LU
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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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