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

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  • Kevin Robins - True Potential Wealth Management

    Bangor
    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.
    310
    £100k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Llanrug
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    227
    £250k+
    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.
    310
    £100k+
    Can help with
    Pensions & retirement
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  • Beaumont Wealth

    Llanberis
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    522
    £50k+
    Can help with
    Pensions & retirement
  • Chris Grindey at True Potential Wealth Management

    Llangefni
    FCA verified
    I am qualified in all aspects of financial advice and planning. I believe planning for someone’s future should be available to anyone regardless of your circumstances. As your adviser, I will work closely with you to better your financial future.
    107
    £0+
    Can help with
    Pensions & retirement
  • Partneriaeth Seiont Partnership LLP

    Llangefni
    FCA verified
    Website <url hidden>.Established 2000.Bilingual service.
    212
    £50k+
    Can help with
    Pensions & retirement
  • Partneriaeth Seiont Partnership LLP

    Caernarfon
    FCA verified
    Website <url hidden>.Established 2000.Bilingual service.
    212
    £50k+
    Can help with
    Pensions & retirement
  • Boulton Financial Services Ltd

    Conwy
    FCA verified
    We offer a free initial consultation
    100
    £50k+
    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.
    241
    £100k+
    Can help with
    Pensions & retirement
  • Beaumont Wealth

    Conwy
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    522
    £50k+
    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.