Top 20 Independent Financial Advisers in Conwy

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    All advisers FCA-regulated

    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Boulton Financial Services Ltd Boulton Financial Services Ltd

      Conwy

      We offer a free initial consultation

      We offer a free initial consultation
      68
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      68
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Services Quilter Financial Services

      Llanfairfechan

      Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning

      Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
      20
      £50k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      20
      £50k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tim Caldwell Financial services Tim Caldwell Financial services

      Ffestiniog

      I am passionate about high quality, face to face, independent financial advice, tailoring my recommendations to individuals' personal financial needs.

      I am passionate about high quality, face to face, independent financial advice, tailoring my recommendations to individuals' personal financial needs.
      71
      £0+
      7.0
      Meet the team
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      71
      £0+
      7.0
      Meet the team
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Avista Financial Planning Ltd Avista Financial Planning Ltd

      Bethesda

      We pride ourselves in giving impartial and honest advice creating long term relationships with our clients. Free initial consultation.

      We pride ourselves in giving impartial and honest advice creating long term relationships with our clients. Free initial consultation.
      < 10
      £100k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • White Oak Financial Planning White Oak Financial Planning

      Denbigh

      We pride ourselves on being honest, impartial and easy to talk to.

      We pride ourselves on being honest, impartial and easy to talk to.
      67
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      67
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • < 10
      £0+
      7.0
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      S
      D
      +8
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £0+
      7.0
      Meet the team
      S
      D
      +8
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Partneriaeth Seiont Partnership LLP Partneriaeth Seiont Partnership LLP

      Caernarfon

      Website <url hidden>.Established 2000.Bilingual service.

      Website <url hidden>.Established 2000.Bilingual service.
      71
      £0+
      7.0
      Meet the team
      R
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      71
      £0+
      7.0
      Meet the team
      R
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sterling IFA Sterling IFA

      Porthmadog

      Ymgynghorwyr Ariannol Annibynnol ....................... Sefydlwyd - Established 1986.

      Ymgynghorwyr Ariannol Annibynnol ....................... Sefydlwyd - Established 1986.
      < 10
      £50k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Mold

      Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

      Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
      54
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      54
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Wealth Coach The Wealth Coach

      Llanfynydd

      Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.

      Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
      19
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      19
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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    • Flying Colours Flying Colours

      Wirral

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
      73
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      73
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Neptune Capital Management Ltd Neptune Capital Management Ltd

      Wirral

      Working closely with you, we will build a bespoke financial plan to help meet your financial and life objectives. Advisers based in Liverpool & Nottingham.

      Working closely with you, we will build a bespoke financial plan to help meet your financial and life objectives. Advisers based in Liverpool & Nottingham.
      10
      £100k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      10
      £100k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Rosebridge Rosebridge

      Wirral

      Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts. A finalist in the PFS Chartered Financial Planning firm of the year 2020.

      Multi award winning national group of independent Chartered Financial Planners offering personalised advice to individuals, businesses, charities and trusts. A finalist in the PFS Chartered Financial Planning firm of the year 2020.
      71
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      71
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Astute Private Wealth Ltd Astute Private Wealth Ltd

      Hawarden

      Chartered Financial Planners providing independent financial advice to individuals and companies.

      Chartered Financial Planners providing independent financial advice to individuals and companies.
      < 10
      £50k+
      7.0
      Meet the team
      G
      N
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      G
      N
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Gee & Watson Investment and Pensions Ltd Gee & Watson Investment and Pensions Ltd

      Wirral

      < 10
      £0+
      7.0
      Meet the team
      +7
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      +7
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • GM Wealth Management GM Wealth Management

      Wirral

      We are a family-run firm offering expert, personalised financial advice for you and your family. With advisers based in Wrexham, Wirral and Manchester, we service clients across the whole of the North-West and North Wales.

      We are a family-run firm offering expert, personalised financial advice for you and your family. With advisers based in Wrexham, Wirral and Manchester, we service clients across the whole of the North-West and North Wales.
      12
      £20k+
      7.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      12
      £20k+
      7.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Financial Fortress Ltd Financial Fortress Ltd

      Broughton

      Jargon free experts providing friendly and independent financial advice. Specialists in everything pension, investment, mortgages and insurance related! Honest, transparent and value for money advice.

      Jargon free experts providing friendly and independent financial advice. Specialists in everything pension, investment, mortgages and insurance related! Honest, transparent and value for money advice.
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.