Find a financial adviser in Perth who fits what you need.
Compare financial advisers serving Perth by specialist experience, client fit, service style, minimums and fees.
What kind of advice are you looking for?
Perth is an official city record in Perth and Kinross, Scotland. Start locally and widen through nearby Perthshire, Fife and Dundee places when appropriate.
Retirement & pensions
Compare pension and retirement-income experience and whether local meetings, remote reviews or a combination are available.
Explore →Investments
Ask how risk, minimums and the total adviser, platform and investment charges will be shown and reviewed.
Explore →Business owners
Owners and directors can compare experience with business protection, remuneration and planning around succession or sale.
Explore →Inheritance & family wealth
Look for experience with inherited pensions, investments or cash and a clear process for involving other professional advisers.
Explore →Distance matters. Fit matters more.
Perth, Newburgh, Auchterarder, Kinross, Blairgowrie and Crieff can be searched together, with Dundee adding further specialist choice.
Does the adviser regularly work on the problem you actually have?
Do their typical clients and minimum asset levels fit your circumstances?
Can you understand the initial and ongoing cost in pounds as well as percentages?
Face-to-face, remote, one-off or ongoing: does the relationship fit what you want?
Check the adviser and firm before appointing anyone.
Explore the local area
Use nearby places to widen your search while keeping face-to-face options practical.
The official place data behind this page.
Advisedly uses official open location data to distinguish places with the same name and calculate nearby towns. A place record does not imply that Advisedly or an adviser has an office there.
Source: OS Open Names · July 2026 · checked 29 August 2026Contains OS data © Crown Copyright and database rights 2026.Contains Royal Mail data © Royal Mail copyright and database right 2026.Contains National Statistics data © Crown copyright and database right 2026.
Local search guidance reviewed 29 August 2026.
- Official place
- Perth
- Classification
- City · Scotland
- Administrative context
- Perth and Kinross · Scotland
- Nearby official places
- Newburgh · Auchtermuchty · Auchterarder · Coupar Angus
Compare the cash cost, not just the headline percentage.
Named-adviser pricing is only shown when it is adviser verified or publicly published. If reliable pricing is unavailable, Advisedly says so.
Common questions before choosing
How can I compare financial advisers in Perth?
Compare the advice problem, relevant client experience, FCA status, service delivery, minimums and total charges.
Should I include Dundee or Fife in my search?
Include them if travel or remote meetings are practical and the broader search improves specialist fit.
What should an ongoing adviser service explain?
It should explain review frequency, tasks covered, who you will deal with, the ongoing charge and cancellation terms.
What documents should I prepare for a first meeting?
Gather pension and investment statements, household objectives, existing protection details and questions about risk and fees.
Useful financial advice guides
Understand the questions that matter before speaking to an adviser in Perth.