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Best Financial Advisors in Stirling

Handpicked from 36 vetted & reviewed Financial Planning & Wealth Management firms in the Stirling area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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HK Wealth Managers

HK Wealth Managers

(16)
  • Investment
  • Savings
  • Retirement
“HK Wealth Managers really ensure a bespoke and tailored service that is right for each client's individual needs and reflects the changing nature of the world. All done in a friendly and understandable way.”
Stirling FK9 4TU
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Fell Financial Planning

Fell Financial Planning

“Fell Financial Planning is a trading style of Integrated Wealth Management Ltd, which is Authorised and Regulated by the Financial Conduct Authority under FCA Register number: 563705. Registered in Scotland under Companies House Register number: SC40...”
Transparent Fees & Pricing
In Business Since 2015
Suite 14, Scion House, University of Stirling Innovation Park, Stirling FK9 4NF
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Affinity Financial Planning

Affinity Financial Planning

“At Affinity Financial Planning Ltd, we work according to strict principles of transparency and trust. Following an initial consultation and Fact Finding process, we research, by use of the most up to date computer software, your identified requiremen...”
Coupons & Offers
In Business Since 2004
64 Stirling St, Airdrie ML6 0AS
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Gregor Davidson Wealth Management

Gregor Davidson Wealth Management

(1)
“Brilliant service, very trustworthy and lovely biscuits at consultation. Greg was extremely efficilent and professional!”
Offers Financing Options
30+ Years Experience
15 Melville Terrace, Stirling FK8 2NE
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McArthur Smith Financial Management

McArthur Smith Financial Management

(1)
“Always good and clear advice very helpful and above all makes money”
Suite B, Logie Court, Stirling University Innovation Park, Stirling FK9 4NF
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.4 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Lomond Wealth

Lomond Wealth

“Welcome to truly personal wealth management At Lomond Wealth we are inspired by people, not numbers. Our advisors care about building lasting relationships, just as much as lasting wealth. We are driven by the dreams of our clients, working closely w...”
In Business Since 2016
Castlecraig Business Park, Pavilion 1, Players Rd, Stirling FK7 7SH
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Macfarlane Gray Financial Services

Macfarlane Gray Financial Services

“Our aim is simple. We want to help our clients and their families have a stable and strong financial footing. This will include effective Tax Planning, active Investment Management and a highly personalised service.”
In Business Since 2013
12 Melville Terrace, Stirling FK8 2NE
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Sean Gilbert

Sean Gilbert

“You can trust Chartered Financial Planners, like Chartered Accountants, Surveyors, or Engineers, to be highly qualified, reputable and capable of providing you with quality advice with the utmost integrity. You should therefore be confident that a Ch...”
In Business Since 2017
The Castle Business Park Lomond Court, A84, Stirling FK9 4TU
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George Gill Financial Services

George Gill Financial Services

(1)
“Expert advice from a very professional gentleman!”
5 Main St, Bannockburn, Stirling FK7 8LZ
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Alan Steel Asset Management

Alan Steel Asset Management

(2)
Investments, Portfolio Building, Investment Advice
“Excellent”
In Business Since 1996
Serving Stirling Area
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A.r.d. Consultancy Limited

A.r.d. Consultancy Limited

(30)
  • Sound
  • Team
  • Affairs
“As a financial novice I completely rely on A.R.D for sound and knowledgeable advice on my pension, lets face it, in the current climate every penny is sacred, and I have come to trust them implicitly. Can't recommend them highly enough. Special menti...”
Free Initial Consultation
9 Melville St, Falkirk FK1 1HZ
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Libertas Financial Management

Libertas Financial Management

(19)
Investment Planning, Estate & Succession Planning, Protection Planning
“Andre Scotland is a very knowledgeable person. He assisted myself on a number of points, with a previous company. I have only recently sought out Andre again after transferring my pension. My husband & I are very pleased to use the services of Libert...”
In Business Since 2020
Serving Stirling Area
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DTA & Co

DTA & Co

(12)
  • Information
  • Period
  • Team
“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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Arthur Beverly Financial Management

Arthur Beverly Financial Management

(3)
Protection, Auto Enrolment, Retirement & Investing For Future
“Great company. Very responsible, offers great advice, and Arthur and Andrew are a great double act. Highly recommend”
Family Business
Unit 1, 106 Clober Rd, Milngavie, Glasgow G62 7SR
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DPB Wealth Management

DPB Wealth Management

(1)
“Darren is very good at what he does and really knows his stuff. I would recommend him to anyone looking for financial advice and planning.”
18+ Years Experience
40 Kersebrock Pl, Falkirk FK2 8ST
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Poise Financial Planning Limited

Poise Financial Planning Limited

(6)
“Graeme has been my Financial Adviser for many years. I can always rely on his professional advice and prompt attention to any queries. I find him to be very approachable and committed. Graeme has always worked hard in keeping my finances safe whi...”
Serving Stirling Area
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Paul McKendry & Co

Paul McKendry & Co

(1)
Taxation, Management Reporting & Financial Systems, Company Formation
“We have been working with PM & co continuously for 8 years and the advice and services received in this time has been invaluable to us as individual Directors and as a Ltd company. They are always on hand to asssit when required and everything is exp...”
Serving Stirling Area
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Wisdom Consulting

Wisdom Consulting

(2)
“My partner and I have never really dealt with a financial adviser. We needed to get advice and a friend recommended we speak to Richard. We were glad we did – we feel that we got just the right advice for circumstances and everything was properly ex...”
Douglas House, 42 Main St, Milngavie, Glasgow G62 6BU
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Vincent Throp Limited

Vincent Throp Limited

(1)
“Very helpful and plecent would recommend. When my dad ended up in hospital I needed a financial advisor to help with my dad's finances, Vincent came out to the hospital and discussed all options available to my dad. Everything was dealt with very p...”
Serving Stirling Area
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Synergy Financial Planning

Synergy Financial Planning

“At Synergy, we make sure that you're always at the centre of everything we do – that's why we designed the unique Synergy Lifestyle Track. It's our structured programme that breaks down financial planning and financial advice into clear easy-to-follo...”
The Gatehouse, Crosshill Rd, Bishopbriggs, Glasgow G64 2QG
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Ashworth Black Limited

Ashworth Black Limited

Incentive and Recognition Schemes, Salary & Benefit Benchmarking, Competence / Behaviour Frameworks
““Ashworth Black's knowledge and experience of pay and reward systems was excellent, particularly due to the complexity and scale of our project.” Andrea Stevens-Hunt Director of Human Resources, Utilita”
Serving Stirling Area
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Antonine Investment Managers

Antonine Investment Managers

Corporate Clients, Cashflow Modelling, Individual Clients
“– Inheritance Tax is often stated as being one of the few voluntary taxes as these are many options available to you to mitigate against this. By ensuring that your Wills, insurance, investment and pension plans are structured correctly, you can go s...”
Serving Stirling Area
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Morrison Personalised Wealth Management

Morrison Personalised Wealth Management

Pensions, Long Term Care Planning, Protection
“Your objectives, tax considerations, investment management and cash flow modelling analysis will endure behind the scenes. Your own Personalised Financial Portal will be created where you can see your financial plans and all associated accounts and f...”
In Business Since 2016
Serving Stirling Area
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Clarity Wealth Services

Clarity Wealth 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...”
Serving Stirling Area
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Retirement Planning and Investment Management Services in Stirling Cost Estimates

Minimum cost
£1200
Maximum cost
£10192
National Average
£3597
Avg Per Hour Rates
£361
£2399
£6595
Average price range is based on 528 cost profiles
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Average Cost £3597
Minimum cost £1200
Maximum cost £10192
Avg Per Hour Rates £361

Average range $2399 to $6595 is based on 528 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Stirling

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