Top 20 Independent Financial Advisers in Beaufort

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Richard Seward IFA

    Tredegar
    We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Abersychan
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5508
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Abergavenny
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
    14
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Continuum

    Penmaen
    I am focussed on delivering clear financial solutions to my clients to make their financial future real.
    34
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Town
    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.
    12650
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vision Financial Advisers

    Troed y rhiw
    22 years experience within the financial industry offering advice based on all areas of financial planning.
    99
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Bridgewood IFA Ltd

    Blackwood
    If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
    49
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gareth Channon Financial Consultancy Ltd

    Merthyr vale
    Our success has been based on three core principles: integrity, professionalism and service We believe in long term relationships and a bespoke client service.
    31
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Cyfarthfa
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    125
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mistral Consultancy Limited

    Mountain ash
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Brown -True Potential Wealth Management

    Gelligaer
    Working together so that you feel better informed, confident and empowered for your financial future
    106
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Planning Solutions Ltd

    Cwmbran central
    Helping our clients live the lifestyle they aspire to both now and in the future without fear of running out of money.
    41
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LUNA Financial Planning Ltd

    Cwmbran central
    Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
    139
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lawrence Miller & Co

    Llantarnam
    We like to think we’re a totally different kind of Independent Financial Advisers. We act in our clients best interests and have no ties, affiliations, obligations or in-built bias. Clients really appreciate our genuine independence.
    60
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Financial Planning Ltd

    Llantarnam
    Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
    25
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Castra Financial Limited

    Usk
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    85
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - Paul Preedy

    Llantarnam
    Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
    < 10
    £100k+
    9.0
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Pontypridd
    We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.
    203
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Luna Financial Planning

    Ponthir
    I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.
    20
    £0+
    7.0
    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.