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Top 20 Independent Financial Advisers in Aberhafesp

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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

  • Beaumont Wealth

    Oswestry
    Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises. By offering professional advice from people who truly care, we have achieved an outstanding 97% client retention rate throughout the West Midlands, Cheshire and North Wales.
    27
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • LJ Financial Planning, David Jamieson

    Shrewsbury
    You work hard for your money. Does your money work hard for you?
    18
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • GIFP Ltd

    Shrewsbury
    We are Independent Financial Advisers and cover the whole spectrum of Independent Financial Advice
    72
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Darwin Financial Management Ltd

    Shrewsbury
    We will do all we can to help you achieve your financial goals.
    41
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Wealth Coach

    Shrewsbury
    Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
    15
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Masons Independent Financial Advisers

    Shrewsbury
    A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation.
    329
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Pi Financial Ltd

    Shrewsbury
    pi financial have been shortlisted for the 2015 Money Marketing 'Network of The Year' award.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    Shrewsbury
    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.
    20
    £100k+
    9.0
    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

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  • Beach Independent Financial Advisors

    Shrewsbury
    Financial Planning helping clients understand their financial situation today, plan for tomorrow, or should the worst happen and annually review.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Beaumont Wealth

    Shrewsbury
    Here at Beaumont Wealth, our carefully selected team of male and female employed advisers offer independent expert financial advice with no hidden surprises. By offering professional advice from people who truly care, we have achieved an outstanding 97%
    < 10
    £50k+
    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

  • 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.

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.