Top 10 Independent (IFAs) & Restricted Financial Advisers in Beaufort

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  • Flying Colours

    Tredegar
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17192
    £100k+
    Can help with
    Pensions & retirement
  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Tredegar
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    246
    £150k+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    Dowlais
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    230
    £50k+
    Can help with
    Pensions & retirement
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  • Mistral Consultancy Limited

    Dowlais
    FCA verified
    Recently added
    £0+
    Can help with
    Pensions & retirement
  • IAM Financial Planning Ltd

    Abergavenny
    FCA verified
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
    49
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Gurnos
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1413
    £150k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Abergavenny
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10529
    £0+
    Can help with
    Pensions & retirement
  • IAM Financial Planning Ltd - James Phillips

    Abergavenny
    FCA verified
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Ryan Brustad at True Potential Wealth Management

    Abergavenny
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    120
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Town
    FCA verified
    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.
    27537
    £100k+
    Can help with
    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.