Top 10 Independent (IFAs) & Restricted Financial Advisers in Caersws

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Total assets
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  • J S Jones IFA Ltd

    Dolgellau
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Ollie Hill at Quilter Financial Advisers

    Church stretton
    FCA verified
    I pride myself in helping individuals, families, and business owners achieve their dreams and ambitions through goals-based and holistic financial planning, ensuring the client's objectives and circumstances are fully taken into account.
    14
    £50k+
    Can help with
    Pensions & retirement

  • 2020 Financial Advice

    Church stretton
    FCA verified
    You work hard for your money. Does your money work hard for you?
    398
    £100k+
    Can help with
    Pensions & retirement
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  • Beaumont Wealth

    Church stretton
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    583
    £50k+
    Can help with
    Pensions & retirement

  • Kevin Robins - True Potential Wealth Management

    Kington
    FCA verified
    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.
    324
    £100k+
    Can help with
    Pensions & retirement

  • William Felix - Intelligent Financial Advisory Ltd

    Kington
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    211
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Kington
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18211
    £150k+
    Can help with
    Pensions & retirement

  • Raymond James Investment Services

    Kington
    FCA verified
    Truly personal wealth and investment management services for a life well planned. Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you.
    43
    £150k+
    Can help with
    Pensions & retirement

  • Chester Financial Wealth Management Ltd

    Oswestry
    FCA verified
    Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 30 years. Advising UK resident clients with a minimum of £100,000 in non-property assets.
    129
    £100k+
    Can help with
    Pensions & retirement

  • 2020 Financial Advice

    Oswestry
    FCA verified
    We help you achieve financial freedom through sound, long-term financial planning.
    398
    £100k+
    Can help with
    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.