Top 20 Independent Financial Advisers in Aberedw

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  • Morgan Escott & Company

    Llanelly
    Providing Holistic Financial Advice.
    11
    £20k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Abergavenny
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
    < 10
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Cyfarthfa
    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.
    14
    £100k+
    9.6
    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
  • Imperial Chartered

    Town
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    121
    £0+
    8.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hereford Pension, Investment and Mortgage Centre LLP

    Hereford
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kingfurness and Associates Ltd

    Hereford
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services

    Hereford
    We strive to provide a first class service and build strong relationships with our clients.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • S D Greenway Ltd

    Hereford
    We represent your interests, explain clearly and work to get the best for you. We want long term client relationships.
    27
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Windsor Financial Planning Ltd

    Hereford
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vision Financial Advisers

    Troed y rhiw
    22 years experience within the financial industry offering advice based on all areas of financial planning.
    82
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mistral Consultancy Limited

    Mountain ash
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gareth Channon Financial Consultancy Ltd

    Merthyr vale
    Our success has been based on three core principles: integrity, professionalism and service We believe in long term relationships and a bespoke client service.
    New adviser
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Padstone Financial Management Limited

    Preston wynne
    We are a local Independent firm offering a highly personalised service, specialising in Pension and investment advice.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cyfri Cyfyngedig

    Lampeter
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments

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.