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

Find the best FCA regulated financial advisers in Gwent. Get expert help near you with pensions, investments, retirement planning and more
Gwent, Cymru Wales
Mather and Murray Financial

Mather and Murray Financial

Bristol
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3084
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Steve Murray
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
McCarthy Wealth Management

McCarthy Wealth Management

Winscombe and sandford
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
463
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
JBM Wealth

JBM Wealth

Taunton
Initial consultation free
FCA verified
Independent
Welcome to JBM Wealth Management. We offer a comprehensive independent wealth management & financial planning service for all your Investment, Pension, and estate planning needs.
Clients
helped
23
Minimum
wealth
£250k+
Meet the team
Barry Martin
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Backwell
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39961
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Hanham
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Weston super mare
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1081
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
HG IFA Limited

HG IFA Limited

Bath
Initial consultation free
FCA verified
Independent
Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.
Clients
helped
61
Minimum
wealth
£500k+
Meet the team
Andrew Evans
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Ascot Lloyd

Ascot Lloyd

St brides minor
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
2034
Minimum
wealth
£150k+
Meet the team
Kevin Broome
Raj Chauhan
Craig Couldrick
A
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Coronation Wealth Management

Coronation Wealth Management

Portishead
Initial consultation free
FCA verified
Restricted
Chris Symonds has been providing financial advice for over 10 years. At Coronation, we provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Marie Symonds
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Every Step Financial Services

Every Step Financial Services

Penarth
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
706
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
Frequently Asked Questions about Financial Advisers in Gwent