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

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

'Harken' means to attentively listen and attend to. This is fundamental to providing financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives.

During my 25 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. As a Fellow of the Personal Finance Society I am committed to life long learning and providing the very best advice for my clients.

Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.

We are an Independent Financial Advice firm, with our adviser holding a Level 6, Chartered Associate qualification. We provide a local service offering appointments face-to-face, by video call or over the phone, to suit you. We're here to support you.

Marcus Platt & Tim Edwards are based on the High Street in Mold, North Wales. We simplify pensions and investments, build clear retirement plans, and could help with inheritance tax planning. Book a no-cost, no-obligation call.