ThreeBestRated.co.uk
BEST RATED ABERDEEN, UK FINANCIAL SERVICES

3 Best Financial Services in Aberdeen, UK

Expert-recommended Top 3 Financial Services in Aberdeen, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Brimmond Financial Planning
Brimmond Financial Planning
Brimmond Financial Planning
3+ YEARS IN TBR
CALL CONTACT

BRIMMOND FINANCIAL PLANNING

(4.9 Score)
Westhill Business Centre, Arnhall Business Park, Westhill, Aberdeen AB32 6UF, UK Directions

Since 2002

Speciality:

✓ Pensions ✓ Pension Simplification ✓ Your Options at Retirement ✓ Personal and Stakeholder Pensions ✓ Other Types of Pensions ✓ Savings and Investments ✓ Investing and Risk ✓ Investment Options ✓ Protection ✓ Life Protection Options ✓ Business Protection ✓ Income Protection Options

“Brimmond Financial Planning has a mission to provide straightforward expert advice. For nearly three decades, they have been committed to providing expert independent advice to their clients across the North and North East of Scotland. They are helping their clients achieve their financial goals and secure a prosperous future. Whether you are looking for pension, investment, or protection guidance, they will work with you every step of the way to help you navigate the complexities of wealth management with confidence and peace of mind. No hidden fees, no jargon. Just clear, straightforward advice. Please get in touch to arrange an initial, free face-to-face meeting at their Westhill office, or if it’s more convenient, they can visit you at your work or home.

2025 Update: Kris Urquhart is the director and Chartered Financial Planner of the firm. The team researches the whole of the market and has the freedom to select appropriate products for your circumstances, offering unbiased advice tailored to your unique financial situation.”

Reviews   |   Write a Review
Registration SC416726

Contact:

01224 330530

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

City Gate Aberdeen Ltd
City Gate Aberdeen Ltd
6+ YEARS IN TBR
CALL CONTACT

CITY GATE ABERDEEN LTD

(4.8 Score)
51 Chapel Street, Aberdeen AB10 1SS, UK Directions

Since 2002

Speciality:

✓ Financial Planning ✓ Wealth Management ✓ Savings and Investments ✓ Mortgages ✓ Investment Trusts ✓ Fixed Interest Investments ✓ With Profits ✓ Lifetime ISA ✓ Capital Investment Bonds ✓ Offshore Collectives ✓ Junior ISAs ✓ National Savings Products ✓ ISAs ✓ Equities ✓ Collectives ✓ Unit Trusts ✓ OEICs ✓ Pensions ✓ Life Assurance ✓ Protection ✓ Health Insurance ✓ General Insurance ✓ Equity Release ✓ Relationship Management ✓ Trust Information ✓ Lasting Power of Attorney ✓ Wills ✓ Estate Planning

“City Gate Aberdeen Ltd listens to your needs, hopes, and dreams, then develops a strategy that enables it to offer you clear, jargon-free advice on the most appropriate financial products for your circumstances. Alan Johnston is the director of the firm. He has over 30 years of experience in financial services since 1991 and opened City Gate Aberdeen Ltd in 2002. He and his team's understanding of your current financial situation is the keystone to formulating a financial plan that will meet your future needs. This is the start of their journey to prepare the plan to meet your goals, ensure that you, your family, and your assets are protected, and help you build a brighter, more secure future.”

Reviews   |   Write a Review
TENETCONNECT Leading Lights Awards in 2016
TENET Awards in 2021
Registration SC236583

Contact:

01224 590600

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Welsh & Taylor Wealth
Welsh & Taylor Wealth
CALL CONTACT

WELSH & TAYLOR WEALTH

(4.8 Score)
Office 2.36, 2nd Floor, H1 Building, Hill of Rubislaw Anderson Drive, Aberdeen AB15 6BL, UK Directions

Since 2020

Speciality:

✓ Retirement Planning ✓ Investment Management ✓ Tax Planning ✓ Business Owner Support ✓ Tailored Advice and Strategic Planning ✓ Financial Discovery ✓ Ongoing Advice and Support

“2025 Update: Welsh & Taylor Wealth specialises in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Martin Welsh and Kieran Taylor are the managing directors of the firm. Their clients are at the heart of everything they do, and they aim to simplify wealth management so that you feel in control of your own finances. They are authorised and regulated by the Financial Conduct Authority. Their expert advisors are here to guide individuals and business owners towards financial success. They are an independent, directly authorised financial advice firm. Their approach is personal, transparent, and built on the belief that excellent outcomes come from advice that is entirely focused on what’s right for you. Their bespoke portfolios are cost-effective, globally diversified, and designed around your personal risk profile. With detailed cashflow modelling, they help you visualise your financial future, enabling you to make informed decisions with clarity and confidence.”

Reviews   |   Write a Review

Contact:

01224 054404

Mon-Thu: 9am - 5pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Welsh & Taylor Wealth

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Guideliness

Contact Business

BRIMMOND FINANCIAL PLANNING REVIEWS

Very positive experience working with Kris who helped me understand my pensions and make strategic decisions to rationalise and improve control, choices and financial returns. He is professional, knowledgeable and personable. Nothing is too much trouble and he always follows up on his commitments and is excellent at managing investment providers to ensure the best quality service. He also spent time understanding my appetite for investment risk and aligning investment products to my preference. He stays in touch and follows up with periodic reviews and discussion. Highly recommended.

I was very fortunate to find Brimmond Financial Planning to look after my number of pensions that I have accumulated over the years, they were VERY efficient and VERY professional. They kept me regularly updated and and followed up every enquiry I had. I would not hesitate to recommend them to future customers, it was a pleasure working with them. - Andy Sanderson.

I have used Brimmond Financial Planning for many years for a range of financial requirements and have always found them to be very easy to deal with. No question is a stupid one, and they are able to explain financial products and services in a way that is easy to digest. Always willing to give advice, I would not hesitate to recommend them to anyone looking for a financial adviser.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.co.uk.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

CITY GATE ABERDEEN LTD REVIEWS

Would highly recommend Johnny and his team! They were great! They helped us with everything and explain all things very clear and they were always answering fast and good to all our questions. Thanks to them we could buy our first property! No problems at all, everything was smooth! Now we are just moving to our new house, very happy.

Johnny was excellent from the very first meeting/ phone call. We couldn’t have bought a home this year without his guidance and expert advice. I have recommended Johnny so many times and as I write this from my beautiful home he help me buy, I couldn’t be more thankful! Also the people I recommended are now looking forward to moving to their new home! He’s a legend.

I have been to City Gate 6 month ago to discuss my options, the detailed advice I got from Johnny helped me improve my chances of getting on the property ladder. He helped that much that now I am 3 weeks away from getting the keys to my first home. I am grateful for all the professional help, patience and support. I can not be thankful enough. I can only recommend Johnny and his team.

WELSH & TAYLOR WEALTH REVIEWS

Who knew Wealth Management management was so much fun! I never took any notice of my pensions etc..... Until I met Martin and Kieran. They're engaging, speak plain english and just great guys and I feel at ease knowing I and my family is well looked after. I wouldn't recommended anyone else other than Welsh and Taylor Wealth.

Great communication from Welsh and Taylor; not just about my investments and pension, but financial market updates too. I have had far better returns after switching from my bank ISAs and I am filled with confidence that my funds are being looked at regularly.

I have used the services of Welsh & Taylor Wealth for more than 4 years now. I have found Martin, to be very informative in an easy to understand manner. Communicates regularly and is very proactive

TBR® Inspection Score Report

BRIMMOND FINANCIAL PLANNING Total Inspection Points: 118/120
Business Hours: 9
Contact Info: 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CITY GATE ABERDEEN LTD Total Inspection Points: 116/120
Business Images: 9
Complete Info: 9
Contact Info: 9
Reviews Study: 9
Acknowledgements: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

WELSH & TAYLOR WEALTH Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Current Evaluation: 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Standard: 10
We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.