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Top 10 Independent (IFAs) & Restricted Financial Advisers in St Thomas

Find the best FCA regulated financial advisers in St Thomas. Get expert help near you with pensions, investments, retirement planning and more
St Thomas, St Thomas, Swansea, Cymru Wales
Every Step Financial Services

Every Step Financial Services

Castle
Initial consultation free
FCA verified
Independent
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
707
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
McCarthy Wealth Management

McCarthy Wealth Management

Penderry
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
463
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Every Step Financial Services

Every Step Financial Services

Uplands
Initial consultation free
FCA verified
Independent
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
707
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
M&G Advice

M&G Advice

Llansamlet
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2286
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Cockett
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
853
Minimum
wealth
£150k+
Meet the team
L
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
The Private Office

The Private Office

Sketty
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40015
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Francine Kelly
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Kevin Robins - True Potential Wealth Management

Kevin Robins - True Potential Wealth Management

Llansamlet
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
407
Minimum
wealth
£100k+
Meet the team
Kevin Robins
Can help with
Pensions & retirement
Investments
Savings
Ascot Lloyd

Ascot Lloyd

Morriston
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2038
Minimum
wealth
£150k+
Meet the team
R
A
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Skylark Wealth Management Limited

Skylark Wealth Management Limited

Penderry
Initial consultation free
FCA verified
Restricted
Skylark Wealth Management Limited have been providing financial advice for over 5 years. We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
Recently added
Minimum
wealth
£150k+
Meet the team
Liam Baker
Can help with
Financial planning
Investments
Insurance & protection
Savings
McCarthy Wealth Management

McCarthy Wealth Management

Llansamlet
Initial consultation free
FCA verified
Independent
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
463
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Frequently Asked Questions about Financial Advisers in St Thomas