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

Find the best FCA regulated financial advisers in Pontyclun. Get expert help near you with pensions, investments, retirement planning and more
Pontyclun, Rhondda Cynon Taf, Cymru Wales
Beesure Ltd

Beesure Ltd

Llantrisant
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
525
Minimum
wealth
£50k+
Meet the team
Alexander O'Neill
Alexander Palmer
Jonathon Williams
Matthew Jackson
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Saltus Partners LLP

Saltus Partners LLP

Llanharan
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1070
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Llantrisant
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10622
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Solosy Wealth Management

Solosy Wealth Management

Pentyrch
Initial consultation free
FCA verified
Restricted
Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
26
Minimum
wealth
£100k+
Meet the team
Peter Clarke
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
EST

EST

Pentyrch
Initial consultation free
FCA verified
Independent
Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
Clients
helped
75
Minimum
wealth
£50k+
Meet the team
Chris Woods
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Beesure Financial Planning

Beesure Financial Planning

Pentyrch
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
373
Minimum
wealth
£50k+
Meet the team
Alex Palmer
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Llantwit fardre
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10622
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Beesure Ltd

Beesure Ltd

Llantwit fardre
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
525
Minimum
wealth
£50k+
Meet the team
Alexander O'Neill
Alexander Palmer
Jonathon Williams
Matthew Jackson
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Matthew Sulley - AFH Wealth Management

Matthew Sulley - AFH Wealth Management

Pentyrch
Initial consultation free
FCA verified
Independent
I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
and 2 more matches
RBC Brewin Dolphin

RBC Brewin Dolphin

Tonyrefail
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Frequently Asked Questions about Financial Advisers in Pontyclun