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Contributor

77%

MATCH FOR YOU

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4.9out of 5

Lynda Barber

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% clients advised in each area  :

Investments

95%

Annuities

11%

Pensions

58%

Insurance & Protection

37%

Later life planning

11%
Lynda Barber Independent Financial Planning Ltd is committed to delivering a high quality financial planning service by developing and maintaining lon... Read More
Serves clients with: Over £100k of investable assets or household income
Lynda's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

61%

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Michael Davidson

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Services:  General Financial Planning, Investments & Savings
Mike has an Honours degree in economics from Aberdeen University. He is a Fellow of the Chartered Institute of Bankers and one of a small number of ad... Read More
Serves clients with: Any level of wealth
Contributor

61%

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Ross Smith

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children, Annuities
The Practice Principal and main adviser within the firm is Ross Smith. Ross has been involved in financial services for the last 14 years having prev... Read More
Serves clients with: Over £100k of investable assets or household income

40%

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James Sinclair

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Offshore investing, Annuities
We are a relationship business looking to build long term relationships with our clients. We have a fully documented evidence based investment philoso... Read More
Serves clients with: Over £100k of investable assets or household income
Chartered Financial Planner

35%

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4.8out of 5

Cara Thompson

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Offshore investing, Saving for children, Annuities
Independent Financial Advice services covering the whole of the North of Scotland. Simple, practical advice individually tailored to each client. Pen... Read More
Serves clients with: Any level of wealth

26%

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John Bruce

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Offshore investing, Saving for children, Annuities
John has been in the industry for 27 years. We have a small team, working closely together to provide a high level of service to our clients in the Ea... Read More
Serves clients with: Any level of wealth

Latest client reviews of Inverness IFAs

Cara Thompson addressed all my wife and my presonal savings on both my retirement and my wife's immi.... in recommending Leggatts Financial Services and Cara Thompson in particular to any relevant party.    Read More
Alexander Lowson
Professional yet approachable. Flexible approach to dealing with short notice issues. Absolutely trustworthy, with probity of the highest order. Willing to "go the extra mile"   Read More
Russell Lees

Can't find the right Inverness IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Inverness.

Craig MacleanMaclean Financial Planning Ltd
Ronald CruickshankAssociated Legal & Financial Ltd
Alan McIntoshMCM Investment House LLP
Gordon MorrisonThe Mortgage Shop (Scotland) Ltd
Malcolm ScottMunro & Noble Financial Services Ltd
John CrewsInvestment Services Scotland Limited
Allan WilliamsonNorthern Insurance Services Limited
Jim SmithAdvanced Capital Asset Management Ltd
Looking for a different Independent Financial Advisor (IFA) in Inverness? Search by name