Top 20 Independent Financial Advisers in Neath Port Talbot

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  • Wealthmasters Financial Management Ltd

    Neath
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    132
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potentail Wealth management LLP

    Birchgrove
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Independent Financial Planning Ltd

    Llansamlet
    We pride ourselves on offering a friendly professional service to new and existing clients. .
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
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  • True Potential

    Mawr
    An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
    48
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potentail Wealth management LLP

    Morriston
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DHM Wynchwood

    Mynyddbach
    Clear, Simple, Proactive. We aim to leave you in a better place than when we met. We are independent, whole of market, financial advisers striving to achieve our client's goals.
    17
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Portfolio Financial Consultancy Ltd

    St thomas
    Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
    37
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Castle
    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
  • True Potentail Wealth management LLP

    Castle
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Marc Lezar - PRG Financial Planners Ltd

    St brides minor
    I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
    46
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JWA Financial Planning Ltd

    Cockett
    We are passionate about helping our clients plan ahead to ensure a bright future for themselves, their families and their business. From retirement planning and wealth management to estate planning and investments, we've got the experience and the skills
    66
    £100k+
    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
    139
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sketty
    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.
    15986
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brooke Cameron-James - Abacus Associates

    Laleston
    Recently Added
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adrian Hornett at Quilter Financial Advisers Ltd

    Laleston
    My purpose is to help you to achieve your aspirations through expert financial planning.
    Recently Added
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Bridgend
    You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden>
    147
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aevitas Wealth Ltd

    Bridgend
    Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
    17
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Bridgend
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    130
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA

    Brackla
    If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brooke Cameron-James - Abacus Associates

    Tonyrefail
    Recently Added
    £0+
    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.