Top 20 Independent Financial Advisers in Ceredigion

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  • Sterling Asset Management Limited

    Aberystwyth
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Aberystwyth
    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cyfri Cyfyngedig

    Lampeter
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • Savvy Wealth Management

    Llanpumsaint
    We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.
    36
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Newtown and llanllwchaiarn
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    < 10
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GIFP Ltd

    Shrewsbury
    We are Independent Financial Advisers and cover the whole spectrum of Independent Financial Advice
    75
    £20k+
    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.