Top 20 Independent Financial Advisers in Cray

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  • 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
  • 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+
    8.2
    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
  • Wealthmasters Financial Management Ltd

    Neath
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    11
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JM Wealth

    Neath
    Friendly, local, fully Chartered Lifestyle Financial Planners. Appeared in the Times "Vouchedfor's 2021 Top Rated Financial Adviser Guide" Member of the Society of Later Life Advisers (SOLLA)
    111
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential

    Mawr
    An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
    48
    £0+
    9.0
    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
  • Acumen Independent Financial Planning Ltd

    Llansamlet
    We pride ourselves on offering a friendly professional service to new and existing clients. .
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages

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  • D C Financial Limited

    Coedffranc
    35
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Liam Baker at True Potential Wealth Management

    Landore
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Aberavon
    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
  • Portfolio Financial Consultancy Ltd

    St thomas
    Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
    29
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Morgan Escott & Company

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

    Cockett
    We are a client centered practice where the whole team provides the independent service our clients expect and deserve
    175
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Distinct Financial Solutions Wealth Management Ltd

    Gorseinon
    FT Adviser Top 100 Firms No.1 Rated in 2019 & 2020. Long standing trusted Financial Planning Adviser offering unbiased advice based in Swansea.
    17
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA Ltd

    Blackwood
    If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Brown -True Potential Wealth Management

    Gelligaer
    Working together so that you feel better informed, confident and empowered for your financial future
    74
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Gowerton
    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.
    24
    £100k+
    9.5
    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.