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

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  • ValeIFA

    Cornelly
    FCA verified
    We identify clients goals and ambitions, and to help them understand the financial implications of the decisions they make.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Hexagon Wealth Limited

    Porthcawl
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    191
    £100k+
    Can help with
    Pensions & retirement

  • Abacus Assurance Financial Services Ltd

    Porthcawl
    FCA verified
    Abacus Assurance have been trading successfully for over 30 years.
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Laurel Court Associates Limited

    Porthcawl
    FCA verified
    < 10
    £0+
    Can help with
    Mortgages

  • Aevitas Wealth Ltd

    Cornelly
    FCA verified
    Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
    17
    £500k+
    Can help with
    Pensions & retirement

  • Medical & Professional Investment LLP

    Pyle
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Thomas Carroll Wealth Management Ltd

    Laleston
    FCA verified
    Craig is a Chartered Financial Planner and associate member of the Society of Later Life Advisers.
    23
    £50k+
    Can help with
    Pensions & retirement

  • Best Price Financial Services

    Margam
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Professional Solutions (IFA) Ltd

    Laleston
    FCA verified
    We provide fee based advice on Pensions and Investments. A pension and investment specialist for 27 years.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Huw Davies Independent Financial Adviser

    Laleston
    FCA verified
    I provide and deliver a bespoke, frank and open financial planning service, focussing on clients' interests.
    < 10
    £0+
    Can help with
    Business

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.