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Top 10 Independent (IFAs) & Restricted Financial Advisers in Wick

Find the best FCA regulated financial advisers in Wick. Get expert help near you with pensions, investments, retirement planning and more
Wick, Vale Of Glamorgan, Cymru Wales
RBC Brewin Dolphin

RBC Brewin Dolphin

Llandow
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
J
E
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Llandow
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10641
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
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
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
707
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
Imperial Chartered

Imperial Chartered

Cowbridge and llanblethian
Initial consultation free
FCA verified
Independent
I’m an award-winning Independent Financial Planner, recognised in The Times and VouchedFor Top Rated Financial Advisers list for three years running. As one of the UK’s most qualified advisers, I provide clear, high-quality, jargon-free advice to help you
Clients
helped
260
Minimum
wealth
£0+
Meet the team
Scott Smith
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
GW Pension Advisor Ltd

GW Pension Advisor Ltd

Bridgend
Initial consultation free
FCA verified
Independent
After 20 years in financial services, I've seen how confusing and overwhelming pension advice can be. My approach is different: clear explanations, no jargon, and recommendations tailored to your specific circumstances.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Gavin Welsh
Can help with
Pensions & retirement
Financial planning
Investments
Alex Hawker at True Potential

Alex Hawker at True Potential

Cowbridge and llanblethian
Initial consultation free
FCA verified
Restricted
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
52
Minimum
wealth
£100k+
Meet the team
Alex Hawker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
The Private Office

The Private Office

Bridgend
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40031
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Sarah Nesbitt
Francine Kelly
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
McCarthy Wealth Management

McCarthy Wealth Management

Bridgend
Initial consultation free
FCA verified
Independent
We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.
Clients
helped
464
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
NTM Financial Services - Nick Hill

NTM Financial Services - Nick Hill

Bridgend
Initial consultation free
FCA verified
Independent
I take pride in offering a whole of market approach that revolves around helping individuals develop a long-term financial plan tailored to their specific objectives. I understand that every client is unique, and I offer proven, expert advice.
Clients
helped
50
Minimum
wealth
£0+
Meet the team
Nick Hill
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Wick