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

Find the best FCA regulated financial advisers in Penmaen. Get expert help near you with pensions, investments, retirement planning and more
Penmaen, Caerphilly, Cymru Wales
Nugenis Financial Planning- Ciaran Reynolds

Nugenis Financial Planning- Ciaran Reynolds

Blackwood
Initial consultation free
FCA verified
Independent
Whether you require help buying a home, planning your retirement, saving for the future or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
Clients
helped
91
Minimum
wealth
£0+
Meet the team
Ciaran Reynolds
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Blackwood
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10762
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Beesure Financial Planning

Beesure Financial Planning

Newbridge
Initial consultation free
FCA verified
Independent
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.
Clients
helped
373
Minimum
wealth
£50k+
Meet the team
Alex Palmer
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Joseph Seldon at The Money Partnership

Joseph Seldon at The Money Partnership

Treharris
Initial consultation free
FCA verified
Independent
Independent financial adviser
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Joseph Seldon
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
MPI Financial Advice

MPI Financial Advice

Pen tranch
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8928
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
McCarthy Wealth Management

McCarthy Wealth Management

Risca east
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
467
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
McCarthy Wealth Management

McCarthy Wealth Management

Upper cwmbran
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
467
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Beesure Financial Planning Limited

Beesure Financial Planning Limited

Abersychan
Initial consultation free
FCA verified
Independent
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.
Clients
helped
84
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Pontymoile
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10762
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Risca east
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10762
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Penmaen