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

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  • Ryan Brustad at True Potential Wealth Management

    Abergavenny
    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.
    118
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Abergavenny
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10324
    £0+
    Can help with
    Pensions & retirement
  • IAM Financial Planning Ltd - James Phillips

    Abergavenny
    FCA verified
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • IAM Financial Planning Ltd

    Abergavenny
    FCA verified
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
    48
    £100k+
    Can help with
    Pensions & retirement
  • Nugenis Financial Planning

    Abergavenny
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    15
    £150k+
    Can help with
    Pensions & retirement
  • UNIQ Family Wealth

    Llanover
    FCA verified
    Financial Planning you can trust; today, tomorrow and for the future.
    168
    £100k+
    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.
    234
    £150k+
    Can help with
    Pensions & retirement
  • Flying Colours

    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.
    16942
    £100k+
    Can help with
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Cwmbran central
    FCA verified
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    47
    £100k+
    Can help with
    Pensions & retirement
  • Continuum

    Cwmbran central
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 18 years.
    93
    £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.

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