Top 20 Independent Financial Advisers in Cockett

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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • CBK Wales CBK Wales

      Cockett

      We are a client centered practice where the whole team provides the independent service our clients expect and deserve

      We are a client centered practice where the whole team provides the independent service our clients expect and deserve
      177
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      177
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Windsor Financial Planning Ltd Windsor Financial Planning Ltd

      Cockett

      Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.

      Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
      < 10
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Gowerton

      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.

      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.
      25
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      25
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Sketty

      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.

      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.
      33
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      33
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wealthmasters Financial Management Ltd - Laurence Murphy Wealthmasters Financial Management Ltd - Laurence Murphy

      Mynyddbach

      Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.

      Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Liam Baker at True Potential Wealth Management Liam Baker at True Potential Wealth Management

      Landore

      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.

      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
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £0+
      7.0
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Distinct Financial Solutions Wealth Management Ltd Distinct Financial Solutions Wealth Management Ltd

      Gorseinon

      FT Adviser Top 100 Firms No.1 Rated in 2019 & 2020. Long standing trusted Financial Planning Adviser offering unbiased advice based in Swansea.

      FT Adviser Top 100 Firms No.1 Rated in 2019 & 2020. Long standing trusted Financial Planning Adviser offering unbiased advice based in Swansea.
      17
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      17
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Kevin Robins - True Potential Wealth Management Kevin Robins - True Potential Wealth Management

      Castle

      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.

      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.
      17
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      17
      £100k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Portfolio Financial Consultancy Ltd Portfolio Financial Consultancy Ltd

      St thomas

      Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea

      Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
      29
      £50k+
      7.0
      Meet the team
      T
      N
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £50k+
      7.0
      Meet the team
      T
      N
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wealthmasters Financial Management Ltd - Laurence Murphy Wealthmasters Financial Management Ltd - Laurence Murphy

      Mumbles

      Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.

      Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
      < 10
      £50k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      9.7
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Acumen Independent Financial Planning Ltd Acumen Independent Financial Planning Ltd

      Llansamlet

      We pride ourselves on offering a friendly professional service to new and existing clients. .

      We pride ourselves on offering a friendly professional service to new and existing clients. .
      < 10
      £0+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Mortgages
      Can help with Advice areas
      & specialisation
      Mortgages
    • True Potential True Potential

      Mawr

      An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.

      An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
      48
      £0+
      7.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      48
      £0+
      7.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • D C Financial Limited D C Financial Limited

      Coedffranc

      38
      £50k+
      9.8
      Meet the team
      R
      P
      K
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      38
      £50k+
      9.8
      Meet the team
      R
      P
      K
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Cilbenrick Limited Cilbenrick Limited

      Pennard

      A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.

      A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.
      28
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      28
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Thomas Independent Financial Advisers Thomas Independent Financial Advisers

      Llanelli

      < 10
      £0+
      7.0
      Meet the team
      M
      N
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      M
      N
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Financial Solutions Wales Ltd Financial Solutions Wales Ltd

      Llanelli

      Financial Solutions Wales is a long established Chartered Financial Planning firm, offering impartial financial advice to our clients since 2005.

      Financial Solutions Wales is a long established Chartered Financial Planning firm, offering impartial financial advice to our clients since 2005.
      55
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      55
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wealthmasters Financial Management Ltd Wealthmasters Financial Management Ltd

      Neath

      Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.

      Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
      13
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • JM Wealth JM Wealth

      Neath

      Friendly, local, fully Chartered Lifestyle Financial Planners. Appeared in the Times "Vouchedfor's 2021 Top Rated Financial Adviser Guide" Member of the Society of Later Life Advisers (SOLLA)

      Friendly, local, fully Chartered Lifestyle Financial Planners. Appeared in the Times "Vouchedfor's 2021 Top Rated Financial Adviser Guide" Member of the Society of Later Life Advisers (SOLLA)
      113
      £0+
      8.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      113
      £0+
      8.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • JWA Financial Planning Ltd JWA Financial Planning Ltd

      Reynoldston

      Our advice will help provide you with greater clarity, knowledge and confidence. We specialise in retirement, tax and investment planning.

      Our advice will help provide you with greater clarity, knowledge and confidence. We specialise in retirement, tax and investment planning.
      65
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      65
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wealthmasters Financial Management Ltd - Laurence Murphy Wealthmasters Financial Management Ltd - Laurence Murphy

      Ammanford

      Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.

      Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
      < 10
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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
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    • Finding life insurance, critical illness cover and income protection
    • Starting a business
    • Setting up and managing a personal pension
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    • 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.

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