Top 20 Independent Financial Advisers in Penybontfawr

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  • Libertas Wealth Management

    Penketh
    Independent financial planners based in Warrington. We help business owners, trustees, and those planning for their retirement to create, enhance and protect their wealth.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Green Rose Financial Services Limited

    Wickhambrook
    High standards, excellent service and a focus on providing real value to our clients.
    17
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Roxborough Wealth Management Limited

    Addlestone
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ben Middleton at True Potential Wealth Management LLP

    Littlemore
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
    New adviser
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carrick Global Wealth Ltd

    Basingstoke
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barrow Financial Services Ltd

    Farington
    For friendly, local advice on lump sum investments, life assurance, pensions, Etc Absolutely independent financial advice
    42
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - Edward Richardson

    Welling
    As a Financial Planner, I get to inspire my clients. My passion for knowledge has led me to achieve the highest qualification as an adviser and being elected to become a Fellow.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Financial Planning

    Edinburgh
    We provide clients with a clear vision of their financial future.
    15
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harbour Wealth Management

    Plymouth
    75
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lowry Shuker Financial Planning Ltd

    Liverpool
    21
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Abacus Advice Ltd

    Tunbridge wells
    Quality advice since 1989. Our reputation rests on how well we deliver for you, so that is our number one concern
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charles James Financial Planning Limited

    Dronfield
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Beneficial Financial Management

    Alcester
    I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/BTL mortgages. Based in Alcester for office appointments and work throughout the Midlands
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Hannah DipFA CeMAP CeRER Lawton Financial Services

    London
    We take the time to get to know you, your plans for the future, investments or retirement and break that down into a plan, to make achievement a reality.
    New adviser
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Leadenhall Wealth Management

    Petersfield
    We serve one purpose; to help you make the most of your money.
    31
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Halcyon Wealth

    London
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    53
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Oxford
    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.
    New adviser
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Aspirations Lifestyle Planning

    Thame
    Financial Aspirations work exclusively for owners and managers of small and medium sized businesses.
    43
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Manchester
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.
    105
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Harrogate
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    New adviser
    £50k+
    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.