Top 20 Independent Financial Advisers in Merthyr Tydfil

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  • Vision Financial Advisers

    Troed y rhiw
    22 years experience within the financial industry offering advice based on all areas of financial planning.
    105
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Town
    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.
    15962
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Cyfarthfa
    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.
    170
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Mistral Consultancy Limited

    Mountain ash
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gareth Channon Financial Consultancy Ltd

    Merthyr vale
    Our success has been based on three core principles: integrity, professionalism and service We believe in long term relationships and a bespoke client service.
    32
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management LTD

    Aberdare
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    132
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Richard Seward IFA

    Tredegar
    We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
    11
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Shaun Hiscox - Castra Financial

    Tredegar
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    218
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Leabold Financial Management

    Abercynon
    Planning your tomorrow, today.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potentail Wealth management LLP

    Gelligaer
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Shaun Hiscox - Castra Financial

    Blackwood
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    218
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum

    Penmaen
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real.
    47
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA Ltd

    Blackwood
    If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
    50
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Brown -True Potential Wealth Management

    Gelligaer
    Working together so that you feel better informed, confident and empowered for your financial future
    136
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Pugh at Abacus Financial Planning

    Gelligaer
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    64
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Pontypridd
    We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.
    217
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potentail Wealth management LLP

    Pontypridd
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lawrence Miller & Co

    Pontllanfraith
    We like to think we’re a totally different kind of Independent Financial Advisers. We act in our clients best interests and have no ties, affiliations, obligations or in-built bias. Clients really appreciate our genuine independence.
    79
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Crumlin
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6649
    £0+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent

    Newbridge
    Offering a free initial meeting, we provide independent regulated advice on pensions, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across England and Wales.
    120
    £50k+
    9.1
    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.