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

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  • Hexagon Wealth

    Gorseinon
    FCA verified
    Planning Financial Futures Since 2002 Our company has helped clients across South Wales plan their financial futures for nearly twenty years.
    17
    £0+
    Can help with
    Pensions & retirement
  • PL Wealth & Pensionlite

    Morriston
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    188
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Gowerton
    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.
    25853
    £100k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Sketty
    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.
    25853
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Llansamlet
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4517
    £50k+
    Can help with
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Penderry
    FCA verified
    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.
    253
    £100k+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Reynoldston
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    476
    £50k+
    Can help with
    Pensions & retirement
  • AFH Wealth Management LTD

    Llansamlet
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1488
    £50k+
    Can help with
    Pensions & retirement
  • Paul Dyer

    Morriston
    FCA verified
    We offer a friendly and affordable advice service. I have over 25 years of financial services industry experience, specialising in Retirement Planning and Pension advice together with Investment planning and Protection solutions.
    48
    £0+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Birchgrove
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    3938
    £0+
    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.