Find an Independent or Restricted Financial Adviser

We provide sound, financial solutions for our client's needs for today and for their future.

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.

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.

Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

As Independent Financial Advisers, we have no links or ties to any one provider and can access the very best products from across the whole of the market. This means we can choose the financial products best suited to you without restrictions.

A professional service with utmost honesty, integrity and confidentiality tailored to your individual needs and requirements.

"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future

We offer truly independent financial advice for the new, experienced and even corporate client.