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

Find the best FCA regulated financial advisers in Trefeglwys. Get expert help near you with pensions, investments, retirement planning and more.
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  • J S Jones IFA Ltd

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

  • TheWealthPoint

    Llandysilio
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2717
    £250k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Pontesbury
    FCA verified
    With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
    964
    £50k+
    Can help with
    Pensions & retirement
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  • Principle Financial Planning

    Kington
    FCA verified
    At Principle Financial Planning, we pride ourselves on our holistic approach to financial advice. We understand that each client’s financial journey is unique, and we are committed to offering personalised solutions that address their specific needs.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • 2020 Financial Advice

    Church stretton
    FCA verified
    We are an Independent Financial Advice firm, with our adviser holding a Level 6, Chartered Associate qualification. We provide a local service offering appointments face-to-face, by video call or over the phone, to suit you. We're here to support you.
    469
    £100k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Church stretton
    FCA verified
    With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
    964
    £50k+
    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 £250,000 in non-property assets.
    161
    £250k+
    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.