Top 20 Independent Financial Advisers in Amroth

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  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Tenby
    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.
    120
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Windsor Financial Planning Ltd

    Carew
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    41
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • MJW Pensions and Investments Ltd

    Haverfordwest
    Our success has been based on three core company principles;integrity, professionalism and impartiality.
    53
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Windsor Financial Planning Ltd

    Milford haven
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    41
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • David Davies – 2plan wealth management Ltd

    Carmarthen
    We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
    89
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Windsor Financial Planning Ltd

    Marloes and st brides
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    41
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Savvy Wealth Management

    Llanelli
    We are a team of award winning financial planners providing good honest advice.
    217
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Windsor Financial Planning Ltd

    Llanelli rural
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    41
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • True Potentail Wealth management LLP

    Penrice
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Green Castle Financial Planning

    Llannon
    Independent financial adviser based in South Wales. We pride ourselves in providing clear and straight forward financial advice to all our existing and prospective clients.
    20
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Cilbenrick Limited

    Pennard
    A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.
    32
    £100k+
    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.
    15952
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • True Potentail Wealth management LLP

    Killay
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Ammanford
    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.
    120
    £50k+
    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

  • 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.
    15952
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Sterling Welsh

    Mumbles
    Give me a call for a no-obligation chat about your finances. There is NO CHARGE for the initial consultation and I will provide you with a FREE Financial Overview after our first meeting. Book a call today and I look forward to helping you, Dai
    37
    £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.