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

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  • Ian McCue - True Potential Wealth Management LLP

    Conwy
    FCA verified
    Working closely with clients to achieve their financial goals is at the core of my business. I have over 12 years experience and have a wealth of knowledge and experitse in pensions, including Defined Benefit schemes, and investments.
    79
    £100k+
    Can help with
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Llanfairfechan
    FCA verified
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    264
    £100k+
    Can help with
    Pensions & retirement
  • HCI Chartered Financial Planners

    Conwy
    FCA verified
    Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.
    142
    £50k+
    Can help with
    Pensions & retirement
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  • Harken Financial

    Abergele
    FCA verified
    'Harken' means to attentively listen and attend to. This is fundamental to providing financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives.
    227
    £0+
    Can help with
    Pensions & retirement
  • Sam Hartley - True Potential Wealth Management

    Conwy
    FCA verified
    Experienced Financial Planner, with expertise in helping clients in such areas as Pension and Retirement Planning, including Defined Benefit and Defined Contribution Pension Transfers, Pension and Divorce cases and various investment structures.
    183
    £100k+
    Can help with
    Pensions & retirement
  • Boulton Financial Services Ltd

    Conwy
    FCA verified
    We offer a free initial consultation
    94
    £50k+
    Can help with
    Pensions & retirement
  • Tim Caldwell Financial services

    Ffestiniog
    FCA verified
    I am passionate about high quality, face to face, independent financial advice, tailoring my recommendations to individuals' personal financial needs.
    96
    £0+
    Can help with
    Pensions & retirement
  • White Oak Financial Planning

    Bodelwyddan
    FCA verified
    We pride ourselves on being honest, impartial and easy to talk to.
    73
    £250k+
    Can help with
    Pensions & retirement
  • Quilter Financial Advisers

    Cefnmeiriadog
    FCA verified
    Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
    28
    £100k+
    Can help with
    Pensions & retirement
  • Quilter Financial Advisers

    Denbigh
    FCA verified
    Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
    28
    £100k+
    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.