BEST RATED ABERDEEN, UK FINANCIAL SERVICES

3 Best Financial Services in Aberdeen, UK

Name: 3 Best Financial Services in Aberdeen, UK
Rating: 4.8

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!

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BRIMMOND FINANCIAL PLANNING

4.9

Westhill Business Centre, Arnhall Business Park, Westhill, Aberdeen AB32 6UF, UK Directions

Since 2002

Speciality:

“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.”

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CITY GATE ABERDEEN LTD

4.8

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.”

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WELSH & TAYLOR WEALTH

4.8

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

Since 2020

Speciality:

“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.”

3 Best Financial Services in Aberdeen, UK