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Top 10 Independent (IFAs) & Restricted Financial Advisers in Vale Of Glamorgan

Find the best FCA regulated financial advisers in Vale Of Glamorgan. Get expert help near you with pensions, investments, retirement planning and more
Vale Of Glamorgan, Cymru Wales
Douglas Steers & Company

Douglas Steers & Company

Barry
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10459
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Ascot Lloyd

Ascot Lloyd

Barry
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
1976
Minimum
wealth
£150k+
Meet the team
A
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Penarth
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10459
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Romilly Associates IFA Limited

Romilly Associates IFA Limited

Penarth
Initial consultation free
FCA verified
Independent
A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
Clients
helped
104
Minimum
wealth
£0+
Meet the team
Marcus Rees
David Stealey
Owen Morgan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Every Step Financial Services

Every Step Financial Services

Penarth
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
686
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
Every Step Financial Services

Every Step Financial Services

Cowbridge and llanblethian
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
686
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
Saltus Partners LLP

Saltus Partners LLP

Canton
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Richard Seward IFA

Richard Seward IFA

Cowbridge and llanblethian
Initial consultation free
FCA verified
Independent
We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
Clients
helped
13
Minimum
wealth
£100k+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Long Term Care
My Pension Expert

My Pension Expert

Penarth
Initial consultation free
FCA verified
Restricted
We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
653
Minimum
wealth
£0+
Meet the team
Katie Winks
Thomas Lee
Richard Harrison
James Allott
David Taylor
+4
Can help with
Pensions & retirement
Beesure Financial Planning Ltd

Beesure Financial Planning Ltd

Barry
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
82
Minimum
wealth
£50k+
Meet the team
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Frequently Asked Questions about Financial Advisers in Vale Of Glamorgan