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

Find the best FCA regulated financial advisers in Treharris. Get expert help near you with pensions, investments, retirement planning and more
Treharris, Merthyr Tydfil, Cymru Wales
Douglas Steers & Company

Douglas Steers & Company

Penrhiwceiber
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
M&G Advice

M&G Advice

Pontypridd
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2283
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Pontypridd
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10612
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
M&G Advice

M&G Advice

Penrhiwceiber
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2283
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Fidelius Ltd

Fidelius Ltd

Pontypridd
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
28
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
mc

Mistral Consultancy Limited

Mountain ash
Initial consultation free
FCA verified
Independent
Clients
helped
< 10
Minimum
wealth
£0+
Meet the team
D
Can help with
Pensions & retirement
Investments
Business
Stockbroking services
Mortgages
Solosy Wealth Management

Solosy Wealth Management

Pontypridd
Initial consultation free
FCA verified
Restricted
Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
26
Minimum
wealth
£100k+
Meet the team
Peter Clarke
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Pontypridd
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
847
Minimum
wealth
£150k+
Meet the team
L
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
RBC Brewin Dolphin

RBC Brewin Dolphin

Pontypridd
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Skylark Wealth Management Limited

Skylark Wealth Management Limited

Pontypridd
Initial consultation free
FCA verified
Restricted
Skylark Wealth Management Limited have been providing financial advice for over 5 years. We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
Recently added
Minimum
wealth
£150k+
Meet the team
Liam Baker
Can help with
Financial planning
Investments
Insurance & protection
Savings
Frequently Asked Questions about Financial Advisers in Treharris