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

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Total assets
My postcode
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  • J S Jones IFA Ltd

    Dolgellau
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Partneriaeth Seiont Partnership LLP

    Trawsfynydd
    FCA verified
    Website <url hidden>.Established 2000.Bilingual service.
    228
    £50k+
    Can help with
    Pensions & retirement

  • Sterling IFA

    Porthmadog
    FCA verified
    Ymgynghorwyr Ariannol Annibynnol ....................... Sefydlwyd - Established 1986.
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Canaccord Genuity Wealth Management (CGWM)

    Ffestiniog
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    432
    £250k+
    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.
    101
    £0+
    Can help with
    Pensions & retirement

  • Moneytree Wealth Management Ltd

    Ffestiniog
    FCA verified
    We specialise in retirement planning and pension advice from our Chester city centre office.
    272
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    584
    £50k+
    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.
    432
    £250k+
    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.

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