Top 20 Independent Financial Advisers in Abergavenny

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  • Shaun Hiscox - Castra Financial

    Abergavenny
    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.
    220
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Abergavenny
    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.
    25
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Abergavenny
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11934
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • UNIQ Family Wealth

    Llanover
    Financial Planning you can trust; today, tomorrow and for the future.
    139
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Gwehelog fawr
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11934
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Marc Lezar - PRG Financial Planners Ltd

    Usk
    I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
    48
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Shaun Hiscox - Castra Financial

    Usk
    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.
    220
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Castra Financial Limited

    Usk
    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.
    135
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • EST

    Tredegar
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    12
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Marc Lezar - PRG Financial Planners Ltd

    Tredegar
    I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
    48
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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+
    7.0
    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.
    220
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Tredegar
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    139
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services Ltd – C/O Craig Burridge

    Tredegar
    I build long term relationships by providing Independent advice in a way you understand to meet your needs.
    95
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • EST

    Crumlin
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    12
    £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.
    6915
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Cwmbran central
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11934
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Argoed
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6915
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services Ltd – C/O Craig Burridge

    Monmouth
    I build long term relationships by providing Independent advice in a way you understand to meet your needs.
    95
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Brown -True Potential Wealth Management

    Newbridge
    Working together so that you feel better informed, confident and empowered for your financial future
    138
    £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.