Are you an adviser? Go to Unbiased Pro

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

I need advice on
Total assets
My postcode
  • TT Wealth

    Cowbridge and llanblethian

    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
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Imperial Chartered

    Cowbridge and llanblethian

    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
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Saltus Partners LLP

    Cowbridge and llanblethian

    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.

    560
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    +18
    Initial consultation free
    FCA verified
    Independent
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • MJP Financial Planning - True Potential Wealth Management

    Llanharry

    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
    Meet the team
    M
    Initial consultation free
    FCA verified
    Independent
  • Saltus Partners LLP

    Llanharan

    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.

    560
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    +18
    Initial consultation free
    FCA verified
    Independent
  • EST

    Pentyrch

    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.

    61
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • 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+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • 88
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • TT Wealth

    Llantrisant

    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
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • TD Financial Ltd

    Llantrisant

    Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you. Established in 2006.

    36
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent

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.