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Top 20 Independent Financial Advisers in Abbeycwmhir

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  • Retirement Solutions (UK) Ltd

    Newtown and llanllwchaiarn
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    New adviser
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Araemo Financial Ltd

    Leominster
    We have been in the industry 28 years and have a wealth of experience and this will allow you access to a independent chartered financial planner. We are based in Hereford and have clients nationally.
    15
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Epiphany LFP

    Ludlow
    Here at EpiphanyLFP we offer friendly face to face meetings in order to create individual financial actions plans to designed to meet your financial lifestyle, after in depth discussion to understand you and your circumstances.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • LJ Financial Planning, David Jamieson

    Ludlow
    You work hard for your money. Does your money work hard for you?
    14
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Elaine Henshaw @ True Potential Wealth Management LLP

    Ludlow
    I offer a professional, whole of market financial plan that’s truly unique to you, with excellent ongoing service
    16
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Sterling Asset Management Limited

    Aberystwyth
    < 10
    £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.

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