Top 20 Independent Financial Advisers in Caersws

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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
  • Sterling Asset Management Limited

    Aberystwyth
    < 10
    £0+
    7.0
    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

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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