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

I need advice on
Total assets
My postcode
First meeting is free

  • Matthew Sulley - AFH Wealth Management

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

  • TT Wealth

    Cowbridge and llanblethian
    FCA verified
    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.
    231
    £100k+
    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.
    241
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Saltus Partners LLP

    Cowbridge and llanblethian
    FCA verified
    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.
    561
    £250k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Pencoed/Cardiff

    Barry
    FCA verified
    88
    £0+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning Ltd

    Barry
    FCA verified
    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.
    64
    £50k+
    Can help with
    Pensions & retirement

  • Prosperity Wealth - Ciaran Reynolds

    Barry
    FCA verified
    Whether you require help buying a home, planning your retirement, saving for the future, or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
    77
    £50k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Barry
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    642
    £50k+
    Can help with
    Pensions & retirement

  • MJP Financial Planning - True Potential Wealth Management

    Ely
    FCA verified
    Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.
    174
    £0+
    Can help with
    Pensions & retirement

  • EST

    Pentyrch
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    61
    £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.

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.