Top 20 Independent Financial Advisers in Penyrheol Trecenydd Energlyn

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    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Paul Anderson @ True Potential Wealth Management Paul Anderson @ True Potential Wealth Management

      Penyrheol trecenydd and energlyn

      Free initial meeting. Contact me for straightforward answers about your pension options.

      Free initial meeting. Contact me for straightforward answers about your pension options.
      23
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      23
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Imperial Chartered 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.

      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.
      124
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      124
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Adam McCarthy Adam McCarthy

      Penyrheol trecenydd and energlyn

      Adam is a financial advisor providing advice on a range of products including Mortgages & Insurances, Investments

      Adam is a financial advisor providing advice on a range of products including Mortgages & Insurances, Investments
      120
      £0+
      7.0
      Meet the team
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      120
      £0+
      7.0
      Meet the team
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Imperial Chartered 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.

      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.
      14
      £0+
      7.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £0+
      7.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mark Phillips Limited Mark Phillips Limited

      Caerphilly

      Help and advice provided on a variety of customer needs including retirement planning, tax planning, investment portfolios, family protection.

      Help and advice provided on a variety of customer needs including retirement planning, tax planning, investment portfolios, family protection.
      < 10
      £0+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sanctuary Financial Planning Sanctuary Financial Planning

      Van

      We are Independent Financial Planners working with people approaching retirement, business owners and professional advisers across South Wales.

      We are Independent Financial Planners working with people approaching retirement, business owners and professional advisers across South Wales.
      < 10
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • E David Roberts & Co Ltd E David Roberts & Co Ltd

      Bedwas trethomas and machen

      < 10
      £0+
      7.0
      Meet the team
      E
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      E
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
    • Oval Financial Management Limited Oval Financial Management Limited

      Van

      Experienced financial adviser offering tailored independent financial advice on pensions, investments and life assurance, primarily in south Wales.

      Experienced financial adviser offering tailored independent financial advice on pensions, investments and life assurance, primarily in south Wales.
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ronan Gregory Financial Planning - Abacus Associates Ronan Gregory Financial Planning - Abacus Associates

      Van

      Independent Financial Adviser specialising in Pensions, Investments, Estate Planning, Wills & Power of Attorney.

      Independent Financial Adviser specialising in Pensions, Investments, Estate Planning, Wills & Power of Attorney.
      < 10
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • LowerMyCharges.com LowerMyCharges.com

      Van

      Financial Advice for Everybody. High quality, low cost financial planning for one flat, fixed fee.

      Financial Advice for Everybody. High quality, low cost financial planning for one flat, fixed fee.
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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      finding advice

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    • Ian D Campbell Independent Financial Services Ltd Ian D Campbell Independent Financial Services Ltd

      Pontypridd

      Building sound long-term client relationships centered around honesty, trust and a solid reliable service is of utmost importance to me.

      Building sound long-term client relationships centered around honesty, trust and a solid reliable service is of utmost importance to me.
      < 10
      £100k+
      7.0
      Meet the team
      I
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      7.0
      Meet the team
      I
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chris Leach & Associates Ltd Chris Leach & Associates Ltd

      Pentyrch

      Innovative solutions for creating & managing wealth.

      Innovative solutions for creating & managing wealth.
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Gregory Davies Wealth Management Gregory Davies Wealth Management

      Rudry

      We pride ourselves on being a small, professional yet friendly local business offering open and honest advice. Free Initial Financial Review at a Time & Place To Suit You.

      We pride ourselves on being a small, professional yet friendly local business offering open and honest advice. Free Initial Financial Review at a Time & Place To Suit You.
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • First Option First Option

      Tongwynlais

      Best advice on Pensions & Investments + Great Personal Service + Lowest Adviser fees in Cardiff

      Best advice on Pensions & Investments + Great Personal Service + Lowest Adviser fees in Cardiff
      11
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      11
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Paul Brown -True Potential Wealth Management Paul Brown -True Potential Wealth Management

      Gelligaer

      Working together so that you feel better informed, confident and empowered for your financial future

      Working together so that you feel better informed, confident and empowered for your financial future
      80
      £50k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      80
      £50k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • WPS Financial Group WPS Financial Group

      Pentyrch

      We are Chartered Financial Planners,the highest level of professionalism in the industry Experienced in dealing with complex individual circumstances

      We are Chartered Financial Planners,the highest level of professionalism in the industry Experienced in dealing with complex individual circumstances
      < 10
      £0+
      7.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Financial planning
      Can help with Advice areas
      & specialisation
      Financial planning
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Financial planning
      Can help with Advice areas
      & specialisation
      Financial planning
    • Hartley Ross Ltd 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.

      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
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Savvy Wealth Management Savvy Wealth Management

      Pontypridd

      We are a friendly professional Independent Financial Adviser's, there has never been a better time for excellent financial advice.

      We are a friendly professional Independent Financial Adviser's, there has never been a better time for excellent financial advice.
      < 10
      £0+
      7.0
      Meet the team
      M
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      M
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Imperial Chartered Imperial Chartered

      Pentyrch

      Creating a brighter future through effective financial planning

      Creating a brighter future through effective financial planning
      18
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      18
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Diligent Wealth Planning Ltd Diligent Wealth Planning Ltd

      Pontypridd

      We are Top Rated Financial Advisers in Pontypridd we are client focused advisers. We offer a free initial appointment.

      We are Top Rated Financial Advisers in Pontypridd we are client focused advisers. We offer a free initial appointment.
      < 10
      £0+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.