Top 10 Independent (IFAs) & Restricted Financial Advisers in Merthyr Tydfil

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Total assets
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  • Mistral Consultancy Limited

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

  • Beesure Ltd

    Dowlais
    FCA verified
    Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
    335
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Town
    FCA verified
    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.
    30547
    £100k+
    Can help with
    Pensions & retirement
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  • Mistral Consultancy Limited

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

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Tredegar
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    309
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Tredegar
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18214
    £150k+
    Can help with
    Pensions & retirement

  • Continuum (Financial Services) LLP

    Porth
    FCA verified
    Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    49
    £0+
    Can help with
    Pensions & retirement

  • Marc Lezar - PRG Financial Planners Ltd

    Porth
    FCA verified
    I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
    250
    £0+
    Can help with
    Pensions & retirement

  • Prosperity Wealth - Ciaran Reynolds

    Blackwood
    FCA verified
    Whether you require help buying a home, planning your retirement, saving for the future or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
    77
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning Limited

    Pontypridd
    FCA verified
    Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
    59
    £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.