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

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  • Kevin Thomas at Continuum Financial Services LLP

    Pencoed
    FCA verified
    I'm focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making financial decisions can be daunting, but we aim to make this process clearer and less complicated.
    25
    £0+
    Can help with
    Pensions & retirement
  • Robbie Jones & Steve Purslow - True Potential Wealth Management

    Pencoed
    FCA verified
    93
    £0+
    Can help with
    Pensions & retirement
  • Bridgewood IFA

    Brackla
    FCA verified
    If you want honest, cost effective, great advice for your pension and investment needs, please give us a call.
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Beesure Financial Planning Limited

    Coity higher
    FCA verified
    Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
    74
    £50k+
    Can help with
    Pensions & retirement
  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    St brides minor
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
    374
    £150k+
    Can help with
    Pensions & retirement
  • Beesure Financial Planning

    St brides minor
    FCA verified
    Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
    316
    £50k+
    Can help with
    Pensions & retirement
  • Ascot Lloyd

    St brides minor
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1216
    £150k+
    Can help with
    Pensions & retirement
  • Jonathon Williams - Beesure Limited

    St brides minor
    FCA verified
    I specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
    40
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Bridgend
    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.
    34326
    £100k+
    Can help with
    Pensions & retirement
  • Daniel O'Connor Abacus Advisers

    Bridgend
    FCA verified
    I am a Chartered Independent Financial Adviser. An ex-serviceman and former Invictus Athlete representing Team UK at the Invictus Games 2020 (held in 2022) in The Hague.
    12
    £150k+
    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.