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Financial Advisors in Coatbridge

List of financial advisors & consultants in Coatbridge. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Affinity Financial Planning

Affinity Financial Planning

Coatbridge, North Lanarkshire, Scotland, ML5 4EY (1.17 ml)

Established in 2001, Affinity Financial Planning (AFP) is a firm of experienced financial advisors offering Independent Advice to individuals and business. We're really proud of our track record. Why not give us a call and arrange a FREE no-obligation consultation? We can visit you in your home, listen to what you are trying to achieve and recommend the very best products from over 80 different providers. It only takes around an hour and could result in you getting a substantially better deal. less

E G Murray

E G Murray

Airdrie, North Lanarkshire, Scotland, ML6 9BU (2.02 ml)

E G Murray is an independent consultancy providing specialist business insurance, corporate services and financial planning advice. We provide a personal, friendly, client focused approach. By working in partnership with you, we can develop an understanding of your needs and create tailor-made solutions to meet your requirements. less

Moorlands Financial Services

Moorlands Financial Services

Uddingston, South Lanarkshire, Scotland, G71 7JN (3.58 ml)

Moorlands Financial Services was set up in December 2008. It was at that time that our Managing Director and senior adviser, Colin J Braceland, decided that the only way to look after his client's financial well being was to be truly independent. We have since built up a reputation as being one of the premier financial advice firms in Central Scotland and now have offices in both Hamilton and Uddingston. We take a team based approach to looking after our clients. less

Financial Independent Solutions

Financial Independent Solutions

Bothwell, South Lanarkshire, Scotland, G71 8ER (4.62 ml)

Financial Independent Solutions Ltd is a small firm of Independent Financial Advisers. Formed in September 2001 by Mark McLair, our company approach is to offer financial advice to the individual and small business. A member of both the Personal Finance Society and the Chartered Insurance Institute, Mark has over 23 years' experience in financial services. less

Southern Financial Services

Southern Financial Services

Motherwell, North Lanarkshire, Scotland, ML1 1XA (5.77 ml)

We work with both individual and corporate clients and we take pride in the fact that many of our clients were recommended to us by existing clients. Our clients value the fact that we are independent advisers - at all times, we act for our client and ensure the client's best interest remain at the forefront of everything we do and we work with our clients to create tailor-made financial solutions based on unbiased and comprehensive research of all relevant options. less

The Financial Consultancy

The Financial Consultancy

Glasgow, Scotland, Scotland, G72 9UH (5.9 ml)

The Financial Consultancy was established in September 1995 by Kevin Dooley to provide clients with professional financial advice on a personal basis. We treat clients as individuals not numbers?. We pride ourselves on the one to one service clients receive by using the consultancy. We are directly regulated by the Financial Conduct Authority for both Financial Planning and Mortgage Advice. less

Neill & Co. Financial Services

Neill & Co. Financial Services

Cambuslang, South Lanarkshire, Scotland, G72 7EX (6.08 ml)

No investment decision should be taken based on the content of this site, always take full individual advice first. The regulations governing tax rates and investments may change in the future. Your home may be repossesed if you do not keep up repayments on your mortgage or other loans secured on it. The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. less

Caledonian Financial Management

Caledonian Financial Management

Hamilton, South Lanarkshire, Scotland, ML3 6JA (6.12 ml)

Caledonian Financial Management are a firm of highly qualified Independent Financial Advisers based in Hamilton, Scotland. We have real passion for helping our clients reach their financial and lifestyle goals. We offer a holistic and uniquely tailored financial planning service to our clients and provide a financial planning service to both personal and corporate clients. less

David Dougan Financial Services

David Dougan Financial Services

Hamilton, South Lanarkshire, Scotland, ML3 7DP (6.47 ml)

David Dougan Financial Services Ltd is an appointed representative of Financial Ltd, which is fully authorised and regulated by the Financial Conduct Authority as an Independent Financial Adviser (IFA). As such, we provide genuinely independent and unbiased financial advice on matters including pension arrangements, investments, life assurance and general financial planning - for individuals, partnerships and companies. We believe in personal service. less

The Munro Partnership

The Munro Partnership

Hamilton, South Lanarkshire, Scotland, ML3 6PB (6.47 ml)

What sets Munro Active Wealth Management apart is our client centred approach which underpins all our operations. We practice the principles of trust, integrity and honesty - values integral to our culture and business ethics. We take a holistic approach to our service. Looking further ahead, we ensure we meet with all our wealth management clients at least annually for a financial review. less

R & G

R & G

Kirkintilloch, East Dunbartonshire, Scotland, G66 1NN (6.73 ml)

Moving is a busy and exciting time and we are here to make sure the experience goes as smoothly as possible by giving you all the help you need under one roof. The company has always used computer and internet technology, but the company's biggest strength is the genuinely warm, friendly and professional approach that we offer all of our clients. less

Financial Perspectives

Financial Perspectives

Hamilton, South Lanarkshire, Scotland, ML3 9XE (6.96 ml)

You can be confident that my services will always be tailored to meet the needs of your individual circumstances. I have always wanted to do more to help and support people and hopefully make a difference in their lives, one of the reasons I became a volunteer for the British Red Cross. I deal with the collecting and delivering of wheelchairs to and from people who have had accidents, those who have poor mobility and those who may be terminally ill. less

Riverpark Investment & Financial Consultants

Riverpark Investment & Financial Consultants

Glasgow, Scotland, Scotland, G40 2AB (7.43 ml)

Riverpark Investments are fully independent financial advisers, giving advice to both corporate and domestic clients. As Independent Financial Advisers, our duty is to give "best advice" to our clients. We do not work for any insurance company or bank. Simply, our role is to do the best we can for you. less

Mellon Brian Financial

Mellon Brian Financial

Kilsyth, North Lanarkshire, Scotland, G65 0BD (7.62 ml)

Mellon Money Managers is a firm of Independent Financial Advisers founded by Brian Mellon who has been offering independent financial advice since 1994. We are appointed representatives of The On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority. Our consultants have between 20 and 36 years industry experience and are all professionally qualified to offer independent advice. less

JS Financial Advice Service

JS Financial Advice Service

Glasgow, Scotland, Scotland, G40 1BW (7.63 ml)

JS Financial Advice Service Limited is a firm that is all about bringing quality independent financial advice to you in a friendly manner without the hard sell. At JS Financial Advice Service Limited, we pride ourselves on understanding fully our clients' needs. We aim to deliver high quality independent advice in a manner and time that our clients demand and expect. less

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Most of the usual clients of a financial advisor in Coatbridge would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Coatbridge to help us get on the right pat. However, nowadays the clientele of a financial advisor in Coatbridge is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Coatbridge. A financial advisor in Coatbridge is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Coatbridge is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Coatbridge.

Tip from a Financial Advisor in Coatbridge: Take Bigger Risks

You are maybe thinking that a financial advisor in Coatbridge in their right state of mind would never advise you on taking risks. However, the good financial advisor in Coatbridge knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Coatbridge would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Coatbridge: Invest in Yourself

Another important tip from a financial advisor in Coatbridge you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Coatbridge will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Coatbridge won’t get tired to tell you.

Tip from a Financial Advisor in Coatbridge: Follow Opportunities

Like literary, a good and experienced financial advisor in Coatbridge can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Coatbridge knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Coatbridge would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Coatbridge and allow yourself all chances.