BEST RATED WEST LOTHIAN, UK FINANCIAL SERVICES

3 Best Financial Services in West Lothian, UK

Name: 3 Best Financial Services in West Lothian, UK
Rating: 4.8

Expert-recommended Top 3 Financial Services in West Lothian, 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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FINDLAY & CO FINANCIAL SOLUTIONS LTD

4.9

The Alba Centre, Rosebank Way, Livingston, West Lothian EH54 7EG, UK Directions

Since 2016

Speciality:

“Findlay & Co Financial Solutions Ltd is led by owner Kenny Findlay. He is also the managing director and Financial adviser of Findlay & Co Financial Solutions Ltd. He has a wealth of experience in the financial services industry. The team provide a professional, qualified service, ensuring clients are presented with investment opportunities suited to their requirements. You can contact them today to get a consultation for your financial planning. They provide a customised solution.

2025 Update: They provide financial planning solutions and advice through experienced and qualified advisers based in the UK. They have over 30 years of experience in this field.”

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Rutland Independent Wealth Management LLP

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RUTLAND INDEPENDENT WEALTH MANAGEMENT LLP

4.8

Dryburgh House, 3 Meikle Road, Kirkton Campus, Livingston, West Lothian EH54 7DE, UK Directions

Since 2015

Speciality:

“Rutland Independent Wealth Management LLP specialises in financial planning advice for individual and corporate clients. They are authorised and regulated by the Financial Conduct Authority. Michael Wilson, William Crookston, Craig Dougan and Chris Buyers, Alison Wilson and Stephen Wilson are the Rutland Independent Wealth Management LLP financial advisers. Their primary focus is to provide independent wealth management services for all clients throughout Scotland. They keep up to date with key economic issues in the marketplace. They strive to provide clients with a highly streamlined, cost-efficient service proposition. Their qualified advisers offer free consultations to all their customers. They are a firm of independent professionals offering tailored advice from qualified financial advisers. The business model centres on highly structured technology-based processes.

2025 Update: They provide “Whole of Market” advice in all areas of financial planning throughout Scotland and beyond. The “client experience” is paramount and above all, they recognise that every client is different in terms of circumstances and objectives.”

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DYNAMIC WEALTH SOLUTIONS LTD

4.8

17 Mossend View, West Calder, Livingston, West Lothian EH55 8RZ, UK Directions

Speciality:

✓ Investment Planning ✓ Retirement Planning ✓ Protection Planning ✓ Corporate Services ✓ Mortgages and Specialist Banking ✓ Exploring Intergenerational Wealth Management ✓ ISAS ✓ Junior ISAS ✓ Unit Trusts ✓ Portfolio Solutions ✓ Discretionary and Stockbroking Services ✓ Offshore Investments ✓ Investing for Income ✓ Investment Bonds ✓ Maximising Your Pension Fund ✓ Planning Retirement ✓ Inheritance Tax ✓ Gifts ✓ Protection Planning ✓ Later Life Planning ✓ Long Term Care ✓ Estate Administration ✓ Wills and Powers of Attorney ✓ Professional Trustee Services ✓ Nearing Retirement ✓ Self Invested Pension Plan ✓ Employed ✓ Employer ✓ Self-Employed ✓ Trustees

“2025 Update: Dynamic Wealth Solutions Ltd provides holistic, purpose-driven financial advice. Steven Auldjo is the Financial Adviser of the firm. With over eight years of experience in the financial services profession, he has had the privilege of helping individuals and families take control of their finances and shape the futures they dream of. The team helps individuals and families align their money with what matters most. Their tailored advice covers retirement planning, pension planning, investment planning, ISA planning, and financial protection. They specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. They deliver trusted advice in a friendly, jargon-free way, so you can plan with clarity and confidence. You can contact them to arrange a meeting.”

3 Best Financial Services in West Lothian, UK