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

Find the best FCA regulated financial advisers in Badminton. Get expert help near you with pensions, investments, retirement planning and more

Beesure Ltd

Dowlais

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.

Clients
helped

498

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Mistral Consultancy Limited

Dowlais

FCA verified

Clients
helped

< 10

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Beesure Financial Planning Limited

Abersychan

FCA verified

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Town

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.

Clients
helped

966

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Solosy Wealth Management

Llanfoist fawr

FCA verified

Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

McCarthy Wealth Management

Park

FCA verified

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

429

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Town

FCA verified

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

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

James Tucker - Blacktower Financial Management

Abergavenny

FCA verified

Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions

Clients
helped

Minimum
wealth

£0+

Can help with

Expatriate finances

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James Phillips at Arcus Wealth

Abergavenny

FCA verified

Experienced financial planner helping you enjoy retirement with confidence. I create clear, tailored plans for pensions, investments & inheritance, with ongoing support to help protect your future.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

WEALTH Doctor

Abergavenny

FCA verified

Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

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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.