Top 20 Independent Financial Advisers in Y Bala

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  • Tim Caldwell Financial services

    Ffestiniog
    I am passionate about high quality, face to face, independent financial advice, tailoring my recommendations to individuals' personal financial needs.
    87
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • J S Jones IFA Ltd

    Dolgellau
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling IFA

    Porthmadog
    Ymgynghorwyr Ariannol Annibynnol ....................... Sefydlwyd - Established 1986.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Beaumont Wealth

    Oswestry
    Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises.
    116
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Friarsgate Financial Planning

    Mold
    We are a firm of independent financial advisers, who have a reputation for giving jargon-free financial advice.
    13
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sanlam Wealth Planning UK Ltd

    Cefnmeiriadog
    Sanlam helps people, families, businesses and charities to organise and grow their wealth to achieve the things they want in life and protect themselves against the things they don’t.
    Recently Added
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Quilter Financial Advisers

    Cefnmeiriadog
    Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harken Financial

    Abergele
    '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.
    174
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Wealth Coach

    Llanfynydd
    Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
    50
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Mold
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15988
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Mold
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11399
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Mold
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Chester, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    4087
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GM Wealth Management

    Offa
    We are a family-run firm offering expert, personalised financial advice for you and your family. We service clients across the whole of the North-West and North Wales.
    59
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Offa
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers.
    1901
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harken Financial

    Rhosddu
    '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.
    174
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Williams Financial Planning Limited

    Rhosddu
    Creating Financial Security
    36
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning, David Jamieson

    Caia park
    We help you achieve financial freedom through sound, long-term financial planning.
    229
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Boulton Financial Services Ltd

    Conwy
    We offer a free initial consultation
    85
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acton Financial Services

    Acton
    North West leading Wealth management and fee-free mortgage advice. A holistic and personal approach to financial planning.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers

    Llanfairfechan
    Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.