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Location Guide

Financial Advisers in City of Edinburgh

39 FCA-authorised advisers · Scotland · 3.8★ average Google rating

There are 39 FCA-authorised financial advisers in City of Edinburgh, Scotland. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among City of Edinburgh advisers include Investments, Pensions and Retirement. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

0.0 mi
3.7
(3)
Alternative InvestmentsPensionsRetirement+1
0.0 mi
3.7
(3)
Alternative InvestmentsPensionsRetirement+2

JM Independent Financial Advisers Ltd

FCA Verified

Edinburgh, EH3

0.0 mi
3.0
(2)
Alternative InvestmentsPensionsRetirement+1

Verity Financial Planners Ltd

FCA Verified

Edinburgh, EH3

0.0 mi
PensionsRetirementMortgages+1

Wilkinson Financial Management Ltd

FCA Verified

Edinburgh, EH1

0.0 mi
Alternative InvestmentsPensionsRetirement+2

Pension Advisers UK Limited

FCA Verified

Edinburgh, EH1

0.0 mi
PensionsRetirementMortgages+1

DSMA Ltd

FCA Verified

Edinburgh, EH7

0.0 mi
MortgagesAlternative InvestmentsPensions+2
Wealth ManagementInvestmentsPensions+1
Wealth ManagementInvestmentsPensions+1
0.0 mi
Wealth ManagementInvestmentsPensions+1
Disciplinary History

abrdn Alternative Funds Limited

FCA Verified

Edinburgh, EH2

0.0 mi
2.9
(18)
Wealth ManagementInvestmentsPensions+1

Aegon Asset Management UK plc

FCA Verified

Edinburgh, EH12

0.0 mi
5.0
(4)
Wealth ManagementInvestmentsAlternative Investments+2

BLUE PLANET INVESTMENT MANAGEMENT LTD.

FCA Verified

Edinburgh, EH12

0.0 mi
1.0
(1)
Wealth ManagementInvestmentsAlternative Investments+2

Highlight Investment Management LLP

FCA Verified

Edinburgh, EH3

0.0 mi
Wealth ManagementInvestments
5.0
(1)

Rossie House Investment Management LLP

FCA Verified

Edinburgh, EH3

0.0 mi
Wealth ManagementInvestmentsPensions+1

Britannia Financial (UK) Limited

FCA Verified

Edinburgh, EH4

0.0 mi
MortgagesInvestmentsPensions+1
0.0 mi
5.0
(66)
MortgagesInvestmentsPensions+1

RIA Capital Markets Limited

FCA Verified

Edinburgh, EH2

0.0 mi
InvestmentsPensionsRetirement

RBK WEALTH MANAGEMENT LTD

FCA Verified

Edinburgh, EH4

0.0 mi
5.0
(7)
MortgagesPensionsRetirement+1

HBOS Investment Fund Managers Limited

FCA Verified

Edinburgh, EH3

0.0 mi

Bank of Scotland plc

FCA Verified

Edinburgh, EH1

0.0 mi
3.2
(119)
MortgagesWealth ManagementInvestments+2
Disciplinary History

SCOTTISH WIDOWS LIMITED

FCA Verified

Edinburgh, EH3

0.0 mi
2.3
(30)
Wealth ManagementInvestmentsPensions+1

RGI FUND MANAGEMENT LIMITED

FCA Verified

Edinburgh, EH2

0.0 mi

PAR FUND MANAGEMENT LIMITED

FCA Verified

Edinburgh, EH3

0.0 mi
Wealth ManagementInvestments

Punter Southall SIPP Limited

FCA Verified

Edinburgh, EH2

0.0 mi
InvestmentsPensions

Currancy Limited

FCA Verified

Edinburgh, EH3

0.0 mi
2.5
(2)
MortgagesInvestmentsPensions+1

Mark Dyason

FCA Verified

Edinburgh, EH12

0.0 mi
4.0
(4)
MortgagesInvestmentsPensions+1
0.0 mi
2.3
(30)
3.4
(11)
InvestmentsPensionsRetirement

Aberforth Unit Trust Managers Ltd

FCA Verified

Edinburgh, EH3

0.0 mi
5.0
(1)

Juniper Partners Limited

FCA Verified

Edinburgh, EH3

0.0 mi
Wealth ManagementInvestments

Cyrenians

FCA Verified

Edinburgh, EH7

0.0 mi
4.0
(3)
Mortgages

PROFESSIONAL MONEY MANAGEMENT LTD.

FCA Verified

Currie, EH14

0.0 mi
5.0
(1)
Alternative InvestmentsPensionsRetirement+2

ABERDEEN PLATFORM LIMITED

FCA Verified

Edinburgh, EH12

0.0 mi
InvestmentsPensions

CAPITAL FINANCIAL PARTNERS LTD.

FCA Verified

Edinburgh, EH12

0.0 mi
MortgagesInvestmentsPensions+1

CARBON FINANCIAL PARTNERS LIMITED

FCA Verified

Edinburgh, EH3

0.0 mi
5.0
(1)
Alternative InvestmentsPensionsRetirement+2

Aubrey Capital Management Limited

FCA Verified

Edinburgh, EH3

0.0 mi
Wealth ManagementInvestmentsPensions+1

McHardy Private Wealth Limited

FCA Verified

Edinburgh, EH2

0.0 mi
5.0
(8)
Alternative InvestmentsPensionsRetirement+2

Frequently Asked Questions — Financial Advisers in City of Edinburgh

How many FCA-authorised financial advisers are there in City of Edinburgh?

There are 39 FCA-authorised financial advisers listed in City of Edinburgh, Scotland. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in City of Edinburgh?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Investments, Pensions and Retirement are common in City of Edinburgh), and ask for a free initial consultation before committing.

How much does a financial adviser cost in City of Edinburgh?

Financial advisers in City of Edinburgh typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in City of Edinburgh regulated?

Yes. All financial advisers in City of Edinburgh must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in City of Edinburgh?

The most common financial advice needs among City of Edinburgh residents include Investments, Pensions and Retirement. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

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