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

Find the best FCA regulated financial advisers in Ystalyfera. Get expert help near you with pensions, investments, retirement planning and more
Ystalyfera, Neath Port Talbot, Cymru Wales
Skylark Wealth Management Limited

Skylark Wealth Management Limited

Birchgrove
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
Ascot Lloyd

Ascot Lloyd

Blaenhonddan
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2038
Minimum
wealth
£150k+
Meet the team
R
A
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Skylark Wealth Management Limited

Skylark Wealth Management Limited

Neath
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
Alex Hawker at True Potential

Alex Hawker at True Potential

Birchgrove
Initial consultation free
FCA verified
Restricted
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
52
Minimum
wealth
£100k+
Meet the team
Alex Hawker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
McCarthy Wealth Management

McCarthy Wealth Management

Coedffranc
Initial consultation free
FCA verified
Independent
We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.
Clients
helped
463
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Birchgrove
Initial consultation free
FCA verified
Independent
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
6228
Minimum
wealth
£0+
Meet the team
Aidan Liley
Christopher Jump
Richard Houghton
Mussa Hussain
David Gill
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Betws
Initial consultation free
FCA verified
Independent
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2867
Minimum
wealth
£150k+
Meet the team
Richard Clayton
Nikita Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Humboldt Financial

Humboldt Financial

Llansamlet
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2561
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Ascot Lloyd

Ascot Lloyd

Llansamlet
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2038
Minimum
wealth
£150k+
Meet the team
A
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
McCarthy Wealth Management

McCarthy Wealth Management

Llansamlet
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
463
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Frequently Asked Questions about Financial Advisers in Ystalyfera