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Top 10 Independent (IFAs) & Restricted Financial Advisers in Garw Valley

Find the best FCA regulated financial advisers in Garw Valley. Get expert help near you with pensions, investments, retirement planning and more
Garw Valley, Bridgend, Cymru Wales
Beesure Financial Planning

Beesure Financial Planning

St brides minor
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
358
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Ascot Lloyd

Ascot Lloyd

St brides minor
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1727
Minimum
wealth
£150k+
Can help with
Pensions & retirement
NTM Financial Services - Nick Hill

NTM Financial Services - Nick Hill

St brides minor
FCA verified
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
22
Minimum
wealth
£0+
Can help with
Pensions & retirement
Beesure Financial Planning Limited

Beesure Financial Planning Limited

Coity higher
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
81
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Jonathon Williams - Beesure Limited

Jonathon Williams - Beesure Limited

Laleston
FCA verified
I specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
Clients
helped
55
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Bridgewood IFA

Bridgewood IFA

Brackla
FCA verified
If you want honest, cost effective, great advice for your pension and investment needs, please give us a call.
Clients
helped
< 10
Minimum
wealth
£50k+
Can help with
Pensions & retirement
NTM Financial Services - Nick Hill

NTM Financial Services - Nick Hill

Bridgend
FCA verified
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
22
Minimum
wealth
£0+
Can help with
Pensions & retirement
The Private Office

The Private Office

Bridgend
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
McCarthy Wealth Management

McCarthy Wealth Management

Bridgend
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
Continuum (Financial Services) LLP

Continuum (Financial Services) LLP

Porth
FCA verified
Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped
62
Minimum
wealth
£0+
Can help with
Pensions & retirement
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.

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