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

I need advice on
Total assets
My postcode
First meeting is free
  • Continuum (Financial Services) LLP

    Porth
    FCA verified
    Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    47
    £0+
    Can help with
    Pensions & retirement
  • Mistral Consultancy Limited

    Mountain ash
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Savvy Wealth Management

    Pontypridd
    FCA verified
    We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.
    237
    £0+
    Can help with
    Pensions & retirement
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  • The Private Office

    Town
    FCA verified
    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.
    25812
    £100k+
    Can help with
    Pensions & retirement
  • IAM Financial Planning Ltd - James Phillips

    Pontypridd
    FCA verified
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Gurnos
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1310
    £150k+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    St brides minor
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    183
    £50k+
    Can help with
    Pensions & retirement
  • Ashley at TD Financial Ltd

    Llantrisant
    FCA verified
    Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you.
    24
    £100k+
    Can help with
    Pensions & retirement
  • Hexagon Wealth Limited

    Llantrisant
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    184
    £100k+
    Can help with
    Pensions & retirement
  • Ryan Brustad at True Potential Wealth Management

    St brides minor
    FCA verified
    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.
    114
    £50k+
    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.