3 Best Financial Services in West Lothian, UK

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!

6+ YEARS ON TBR
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FINDLAY & CO FINANCIAL SOLUTIONS LTD

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

Since 2016

Speciality:

✓Mortgages ✓House Purchase ✓Buy To Let ✓Remortgages ✓Equity Release ✓Life Assurance ✓Family Income Benefit ✓Critical Illness ✓Home Insurance ✓Income Protection ✓Pensions ✓ISA ✓Savings Accounts ✓Unit Trusts ✓Collectives

"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. They provide financial planning solutions and advice through experienced and qualified advisers based in the UK.

2026 Highlights: Findlay & Co Financial Solutions Ltd they are a group of real people who specialise in all things financial and strives to ensure that everyone feels at ease and leaves their office with a deeper understanding."

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Registration SC550871

Contact:

01506 414332

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

TBR® Inspection Report:

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DYNAMIC WEALTH SOLUTIONS LTD

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

Since 2023

Speciality:

✓Personalised Financial Planning ✓Investment Planning ✓Retirement Planning ✓Protection Planning ✓Mortgages and Specialist Banking ✓Corporate Services ✓Intergenerational Wealth Management

"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 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.

2026 Highlights: Dynamic Wealth Solutions Ltd specialises in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals."

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Registration SC774296

Contact:

07749 931 037

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

TBR® Inspection Report:

Rutland Independent Wealth Management LLP - West Lothian Financial Services - Logo Image
6+ YEARS ON TBR
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RUTLAND INDEPENDENT WEALTH MANAGEMENT LLP

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

Since 2015

Speciality:

✓Protection ✓Retirement Planning ✓Investment Planning ✓Inheritance Tax Mitigation and Trusts ✓Holistic Wealth Management Advice ✓Regular Financial Reviews

"Rutland Independent Wealth Management LLP is 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. 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.

2026 Highlights: Rutland Independent Wealth Management LLP specialises in financial planning advice for individual and corporate clients."

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Registration SO305216

Contact:

01506 424 150

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

TBR® Inspection Report:

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