Top 20 Independent Financial Advisers in Pontyclun

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  • Vale Independent Financial Advisers Limited

    Llantrisant
    73
    £0+
    7.0
    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.
    43
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Makemsons

    Penllyn
    Makemsons is an Independent Financial Advice firm operating out of South Wales. We have supported hundreds of individuals and families over the last two decades we've been trading, and we would love to help you.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Imperial Chartered

    Pentyrch
    Creating a brighter future through effective financial planning
    41
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brooke Cameron-James - Abacus Associates

    Tonyrefail
    Recently Added
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potentail Wealth management LLP

    Pencoed
    We are an Advice lead practice, upholding the highest level of ethics possible.
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Flying Colours

    Radyr and morganstown
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11948
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Purslow Jones Independent Financial Advisers

    Pencoed
    Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.
    48
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    29
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Cowbridge and llanblethian
    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.
    173
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Cowbridge and llanblethian
    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>
    156
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Pontypridd
    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.
    173
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent

    Radyr and morganstown
    Offering a free initial meeting, we provide independent regulated advice on pensions, retirement planning, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across England and Wales.
    135
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Pontypridd
    We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.
    217
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potentail Wealth management LLP

    Pontypridd
    We are an Advice lead practice, upholding the highest level of ethics possible.
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Fairwater
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11948
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Ely
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    139
    £100k+
    9.5
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers Limited

    Fairwater
    I have over 15 years’ experience in the Financial Services Industry, the majority has been spent delivering face-to-face advice and building long term relationships with clients.
    < 10
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Coychurch lower
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11948
    £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.