Top 20 Independent Financial Advisers in Cwmavon

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  • Windsor Financial Planning Ltd

    Aberavon
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    40
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JM Wealth

    Neath
    Friendly, local, fully Chartered Lifestyle Financial Planners. Appeared in the Times "Vouchedfor's 2021 Top Rated Financial Adviser Guide" Member of the Society of Later Life Advisers (SOLLA)
    121
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    101
    £50k+
    9.2
    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
  • 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
    33
    £50k+
    9.3
    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.
    125
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • JWA Financial Planning Ltd

    Cockett
    Our advice will help provide you with greater clarity, knowledge and confidence. We specialise in retirement, tax and investment planning.
    66
    £0+
    7.0
    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.
    12591
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Cockett
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    40
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • CBK Wales

    Cockett
    We are a client centered practice where the whole team provides the independent service our clients expect and deserve
    181
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Mumbles
    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
    111
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Bridgend
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you. 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> The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
    92
    £0+
    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.
    114
    £50k+
    9.0
    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
  • 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
  • The Private Office

    Gowerton
    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.
    12591
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Distinct Financial Solutions Wealth Management Ltd

    Gorseinon
    FT Adviser Top 100 Firms No.1 Rated in 2019 & 2020. Long standing trusted Financial Planning Adviser offering unbiased advice based in Swansea.
    23
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management. We are holders the Gold Standard Pension Transfer Award by the Personal Finance Society. The team has 100+ combined years of expertise in managing people’s Retirement and Wealth Management Needs
    101
    £100k+
    10.0
    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.