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

Find the best FCA regulated financial advisers in Aberaeron. Get expert help near you with pensions, investments, retirement planning and more
Aberaeron, Ceredigion, Cymru Wales
M&G Advice

M&G Advice

Aberystwyth
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2276
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Langford Turnbull Ltd

Langford Turnbull Ltd

Aberystwyth
Initial consultation free
FCA verified
Restricted
Taking advice could be the soundest financial decision you make. We can explain options you may not have considered. It may be pensions, inheritance tax, investing tax-efficiently, retirement, selling a business or even a lottery win!
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Greg Turnbull
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Pontarfynach
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15248
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
RBC Brewin Dolphin

RBC Brewin Dolphin

Blaenrheidol
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Ascot Lloyd

Ascot Lloyd

Carmarthen
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2023
Minimum
wealth
£150k+
Meet the team
A
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
MWG Wealth Management

MWG Wealth Management

Carmarthen
Initial consultation free
FCA verified
Restricted
At MWG Wealth Management, we work with directors, professionals and retirees to give you clarity and confidence about your financial future. We are here to provide practical solutions to the financial issues that concern you.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Gregory Wintermute
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Fidelius Ltd

Fidelius Ltd

Carmarthen
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
27
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
David Davies – 2plan wealth management Ltd

David Davies – 2plan wealth management Ltd

Carmarthen
Initial consultation free
FCA verified
Independent
We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
Clients
helped
146
Minimum
wealth
£0+
Meet the team
David Davies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Every Step Financial Services

Every Step Financial Services

Carmarthen
Initial consultation free
FCA verified
Independent
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
701
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
TheWealthPoint

TheWealthPoint

Machynlleth
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3218
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Aberaeron