Top 20 Independent Financial Advisers in Penyrheol Trecenydd Energlyn

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  • Imperial Chartered

    Penyrheol trecenydd and energlyn
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    121
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Llanbradach and pwllypant
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    11
    £0+
    8.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pure Wealth Management

    Caerphilly
    We offer advice on all areas of Pensions, Investments, Mortgages, Protection, Tax Planning, Estate Planning, Wealth Management and Will Writing. Our core focus for each client, is to offer truly independent personalised financial advice.
    < 10
    £50k+
    10.0
    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
    72
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartley Ross Ltd

    Lisvane
    If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    29
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Pentyrch
    Creating a brighter future through effective financial planning
    17
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Financial Planning Limited

    Rhiwbina
    New adviser
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clifton Nash

    Llanishen
    We help people in their 40's, 50's and 60's plan the retirement lifestyle they want and how to finance it.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Sulley @ True Potential Wealth Management

    Llanishen
    Planning your financial future is more than just looking at numbers; it’s about you and your dreams.
    51
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Taylor - Positive Solutions

    Llanishen
    More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    77
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • WHIreland Wealth Management

    Llanishen
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lyles’ Independent Financial Advice Ltd

    St fagans
    Professional, experienced, trustworthy and reliable. Full financial review and ongoing support offered for clients.
    23
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whitchurch IFA Ltd

    Whitchurch
    Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
    81
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • D S Howell Financial Services Ltd

    Pontprennau
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    40
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA Ltd

    Blackwood
    If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Pentwyn
    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.
    24
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifestyle Financial Advice

    Llantrisant
    We are a family firm based in Talbot Green, South Wales and have over 30 years experience in Financial Services. Iain Atmore is an award-winning Financial Consultant with Advanced qualifications in Pension Planning and Mortgages.
    16
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NTM Financial Services Ltd

    Riverside
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    50
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vale Independent Financial Advisers Limited

    Llantrisant
    60
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Castra Financial Ltd

    Llanrumney
    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.
    107
    £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.