Top 20 Independent Financial Advisers in Bridgend

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  • Wealthmasters Financial Management Ltd

    Coychurch lower
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aevitas Wealth Ltd

    Bridgend
    Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
    17
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management. We are holders the Gold Standard Pension Transfer Award by the Personal Finance Society. The team has 100+ combined years of expertise in managing people’s Retirement and Wealth Management Needs
    54
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA

    Brackla
    If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Bridgend
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    33
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Liam Baker at True Potential Wealth Management

    Bridgend
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Bridgend
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you. You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden> The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
    49
    £20k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CST Wealth Management Limited

    Pencoed
    Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.
    27
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adrian Hornett at Quilter Financial Advisers Ltd

    Llanharan
    My purpose is to help you to achieve your aspirations through expert financial planning.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Llanharan
    We are a team of award winning financial planners providing good honest advice.
    154
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Imperial Chartered

    Cowbridge and llanblethian
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    124
    £0+
    8.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling Welsh

    Cowbridge and llanblethian
    If you find personal finances difficult to understand or just don't have the time I'd love to help you. There are no pin-striped suits here, and nobody's called Tarquin. We don't like stuffy financial advisers either! I will explain everything in plain English, which means that you can make the right decisions about your finances and your future. I have been listed in the "Sunday Times Top Rated IFA" list for two-years' running. So, you can be assured that you will be looked after. If you are worried about your investment as a result of the recent down-turn and would like a free review of that investment, let me have a look at it for you. I can do a video meeting so you don't need to come into the office.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vale Independent Financial Advisers Limited

    Llantrisant
    63
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifestyle Financial Advice

    Llantrisant
    We are a family firm based in Talbot Green, South Wales and have over 30 years experience in Financial Services. Iain Atmore is an award-winning Financial Consultant with Advanced qualifications in Pension Planning and Mortgages.
    17
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Aberavon
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Pentyrch
    Creating a brighter future through effective financial planning
    19
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DNA Wealth Limited

    Pontypridd
    We are an Advice lead practice, upholding the highest level of ethics. possible.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lyles’ Independent Financial Advice Ltd

    St fagans
    Professional, experienced, trustworthy and reliable. Full financial review and ongoing support offered for clients.
    24
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Wenvoe
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Radyr and morganstown
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    15
    £0+
    7.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.