Top 20 Independent Financial Advisers in Vale Of Glamorgan

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  • Matthew Sulley - AFH Wealth Management

    Llandough
    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Paul Brown -True Potential Wealth Management

    Penarth
    Working together so that you feel better informed, confident and empowered for your financial future
    136
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Romilly Associates IFA Limited

    Penarth
    A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
    51
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Wren Sterling

    Dinas powys
    Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
    610
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Penguin Wealth

    Cowbridge and llanblethian
    You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden>
    147
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Imperial Chartered

    Cowbridge and llanblethian
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    173
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Makemsons

    Penllyn
    Makemsons is an Independent Financial Advice firm operating out of South Wales. We have supported hundreds of individuals and families over the last two decades we've been trading, and we would love to help you.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Savvy Wealth Management

    Rhoose
    We are a team of award winning financial planners providing good honest advice.
    217
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Vale Asset Management

    Barry
    We provide independent advice on investments, pensions, tax-planning and protection, working with private and corporate clients primarily in South Wales.
    47
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Wealthmasters Financial Management Ltd

    Wenvoe
    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.
    132
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • D S Howell Financial Services Ltd

    Penarth
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    66
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • EST

    Pentyrch
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Lifestyle Financial Advice

    Llantrisant
    We are a family firm based in Talbot Green, South Wales and have over 30 years experience in Financial Services. Iain Atmore is an award-winning Financial Consultant with Advanced qualifications in Pension Planning and Mortgages.
    38
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Vale Independent Financial Advisers Limited

    Llantrisant
    73
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • CST Wealth Management Limited

    Pencoed
    Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.
    29
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Purslow Jones Independent Financial Advisers

    Pencoed
    Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.
    45
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • True Potentail Wealth management LLP

    Pencoed
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Wealthmasters Financial Management Ltd

    Coychurch lower
    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. We are holders the Gold Standard Pension Transfer Award by the Personal Finance Society. The team has 100+ combined years of expertise in managing people’s Retirement and Wealth Management Needs
    132
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Wealthmasters Financial Management Ltd

    Coychurch lower
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Imperial Chartered

    Pentyrch
    Creating a brighter future through effective financial planning
    38
    £50k+
    7.0
    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
  • 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.