Top 20 Independent Financial Advisers in Rhondda Cynon Taf

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  • Mistral Consultancy Limited

    Mountain ash
    < 10
    £0+
    7.0
    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+
    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.
    83
    £0+
    7.0
    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.
    15
    £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.
    123
    £0+
    8.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DNA Wealth Limited

    Pontypridd
    We are an Advice lead practice, upholding the highest level of ethics. possible.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Llanharan
    We are a team of award winning financial planners providing good honest advice.
    149
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vale Independent Financial Advisers Limited

    Llantrisant
    62
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lifestyle Financial Advice

    Llantrisant
    We are a family firm based in Talbot Green, South Wales and have over 30 years experience in Financial Services. Iain Atmore is an award-winning Financial Consultant with Advanced qualifications in Pension Planning and Mortgages.
    16
    £100k+
    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
    76
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • CST Wealth Management Limited

    Pencoed
    Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.
    26
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Llanbradach and pwllypant
    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.
    13
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA

    Brackla
    If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.
    < 10
    £50k+
    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
  • Imperial Chartered

    Pentyrch
    Creating a brighter future through effective financial planning
    17
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Liam Baker at True Potential Wealth Management

    Bridgend
    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
  • Aevitas Wealth Ltd

    Bridgend
    Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
    17
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Bridgend
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    32
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Bridgend
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you. You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden> The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
    42
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    < 10
    £20k+
    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.