Top 10 Independent (IFAs) & Restricted Financial Advisers in Penyrheol Trecenydd Energlyn

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  • Adam McCarthy

    Penyrheol trecenydd and energlyn
    FCA verified
    Adam is a financial advisor providing advice on a range of products including Mortgages & Insurances, Investments
    120
    £0+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Penyrheol trecenydd and energlyn
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    503
    £50k+
    Can help with
    Pensions & retirement

  • Truly Independent Limited - Luke Sloman

    Penyrheol trecenydd and energlyn
    FCA verified
    Whole of Market Independent Financial Advice. We are honest, efficient and dedicated to providing best in class service and outcome for your individual financial requirements.
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Thomas Carroll Independent Financial Advisers Limited

    Caerphilly
    FCA verified
    Our award-winning team of specialist advisers remain at the forefront of the profession, with in-depth knowledge of the financial markets.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Quilter Financial Advisers Limited

    Caerphilly
    FCA verified
    I have over 15 years’ experience in the Financial Services Industry, the majority has been spent delivering face-to-face advice and building long term relationships with clients.
    < 10
    £150k+
    Can help with
    Pensions & retirement

  • Continuum financial planning LLP

    Caerphilly
    FCA verified
    An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
    14
    £50k+
    Can help with
    Pensions & retirement

  • Sanctuary Financial Planning

    Van
    FCA verified
    We are Independent Financial Planners working with people approaching retirement, business owners and professional advisers across South Wales.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Matthew Sulley - AFH Wealth Management

    Caerphilly
    FCA verified
    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • E David Roberts & Co Ltd

    Bedwas trethomas and machen
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Oval Financial Management Limited

    Van
    FCA verified
    Experienced financial adviser offering tailored independent financial advice on pensions, investments and life assurance, primarily in south Wales.
    < 10
    £50k+
    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.