Top 10 Independent (IFAs) & Restricted Financial Advisers in Llantwit Major

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  • Penguin Wealth

    Cowbridge and llanblethian
    FCA verified
    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>
    305
    £0+
    Can help with
    Pensions & retirement
  • Imperial Chartered

    Cowbridge and llanblethian
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    219
    £0+
    Can help with
    Pensions & retirement
  • Gregory Davies Wealth Management

    Wick
    FCA verified
    Do you have old pensions that you don't understand or feel may be in need of a refresh? Are you unsure if you are saving enough for retirement or if you could retire early? We can help with a free Personal Pension Review....
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Savvy Wealth Management

    Rhoose
    FCA verified
    We are a team of award winning financial planners providing good honest advice.
    237
    £0+
    Can help with
    Pensions & retirement
  • CST Wealth Management Limited

    Pencoed
    FCA verified
    Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.
    29
    £100k+
    Can help with
    Pensions & retirement
  • Purslow Jones Independent Financial Advisers

    Pencoed
    FCA verified
    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.
    82
    £0+
    Can help with
    Pensions & retirement
  • Aevitas Wealth Ltd

    Bridgend
    FCA verified
    Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
    17
    £500k+
    Can help with
    Pensions & retirement
  • Nugenis Financial Planning

    Brackla
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    < 10
    £150k+
    Can help with
    Pensions & retirement
  • Penguin Wealth

    Bridgend
    FCA verified
    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>
    305
    £0+
    Can help with
    Pensions & retirement
  • Bridgewood IFA

    Brackla
    FCA verified
    If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.
    < 10
    £50k+
    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.

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