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BEST RATED WEST LOTHIAN, UK FINANCIAL SERVICES

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!

Findlay & Co Financial Solutions Ltd
Findlay & Co Financial Solutions Ltd
Findlay & Co Financial Solutions Ltd
6+ YEARS IN TBR
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FINDLAY & CO FINANCIAL SOLUTIONS LTD

(4.9 Score)
The Alba Centre, Rosebank Way, Livingston, West Lothian EH54 7EG, UK Directions

Since 2016

Speciality:

✓ Pensions ✓ ISAs ✓ Unit Trusts ✓ Investment Bonds ✓ Collectives ✓ Junior ISAs ✓ Investments ✓ Protection ✓ Life Assurance ✓ Critical Illness ✓ Income Protection ✓ Home Insurance ✓ Family Income Benefit ✓ Private Medical ✓ Mortgages

“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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Registration SC550871

Contact:

01506 414332

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

TBR® Inspection Report:

Rutland Independent Wealth Management LLP
Rutland Independent Wealth Management LLP
Rutland Independent Wealth Management LLP
6+ YEARS IN TBR
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RUTLAND INDEPENDENT WEALTH MANAGEMENT LLP

(4.8 Score)
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 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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Registration SO305216

Contact:

01506 424 150

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

TBR® Inspection Report:

Dynamic Wealth Solutions Ltd
Dynamic Wealth Solutions Ltd
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DYNAMIC WEALTH SOLUTIONS LTD

(4.8 Score)
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.”

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Contact:

07749 931 037

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

TBR® Inspection Report:

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FINDLAY & CO FINANCIAL SOLUTIONS LTD REVIEWS

Have been a client of Kenny's for nearly 30 years and trust him completely with all of my financial requirements. He has sorted out numerous mortgages, Insurance policies and ISA's for me over the years and has really taken the time to get to know me and my individual needs. Kenny is very easy to speak to you and takes the time to explain things thoroughly in an easy to understand way - which I often need! Kenny and his team are professional, friendly and always keep me updated with any application that is being processed. I would not trust anybody else and can thoroughly recommend Findlay & Co to anyone. Thanks Kenny.

My wife and I felt extremely comfortable dealing with Pamela made things easy to understand and very informative a credit to your company I will certainly recommend to my family and friends.

Absolutely professional and help you with every step of the way. With their help I managed to buy and move into my first home 9 weeks after talking to Kenny and his team. I can’t not thank them enough for helping us out! 100% would recommend anyone to go and speak to them if you are wanting any financial help.

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RUTLAND INDEPENDENT WEALTH MANAGEMENT LLP REVIEWS

Craig was very patient and clear when helping me to understand my options for retirement. He left me feeling confident in my financial choices. I'd highly recommend his advice.

DYNAMIC WEALTH SOLUTIONS LTD REVIEWS

Steven has recently taken over from our long-standing financial adviser. We thought we were getting a good service previously but Steven has show us a completely new level of personalised and professional financial advice. He uses tools that project family finances and can model different scenarios supporting decision making. We are delighted with the friendly service and look forward to working with Steven for many years to come. If you’re looking for an adviser, we’d recommend Steven wholeheartedly.

We needed help primarily planning for retirement and Steven’s guidance throughout this unfamiliar process has been spot on. He’s helped us navigate the financial complexities with clarity and honesty, using plain language to help us make decisions that are right for us. Very easy to get on with. Would highly recommend.

Steven’s advice has been invaluable in shaping plans for our retirement. His patient and considered approach made it easy to ask questions and explore a range of options.

TBR® Inspection Score Report

FINDLAY & CO FINANCIAL SOLUTIONS LTD Total Inspection Points: 117/120
Business Hours: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Reviews Study: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

RUTLAND INDEPENDENT WEALTH MANAGEMENT LLP Total Inspection Points: 115/120
Business Hours: 8
Experience: 8
Reviews Accuracy of : 9
Business Images: 10
Complete Info: 10
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

DYNAMIC WEALTH SOLUTIONS LTD Total Inspection Points: 114/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10
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