Top 20 Independent Financial Advisers in Cilmery

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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
  • Cyfri Cyfyngedig

    Lampeter
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • Morgan Escott & Company

    Llanelly
    Providing Holistic Financial Advice.
    11
    £20k+
    9.5
    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
  • 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+
    8.1
    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
  • 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
  • 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
  • HMC Holistic Ltd

    Gwaun cae gurwen
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    112
    £50k+
    9.3
    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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