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

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  • Mather and Murray Financial

    Ynysawdre
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2202
    £50k+
    Can help with
    Pensions & retirement
  • EST

    St brides minor
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    42
    £50k+
    Can help with
    Pensions & retirement
  • Ryan Brustad at True Potential Wealth Management

    St brides minor
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    117
    £50k+
    Can help with
    Pensions & retirement
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  • Beesure Ltd

    St brides minor
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    205
    £50k+
    Can help with
    Pensions & retirement
  • Ashley at TD Financial Ltd

    Coychurch lower
    FCA verified
    Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you.
    25
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Bridgend
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26554
    £100k+
    Can help with
    Pensions & retirement
  • Nugenis Financial Planning

    Brackla
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    13
    £150k+
    Can help with
    Pensions & retirement
  • Bridgewood IFA

    Brackla
    FCA verified
    If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Aevitas Wealth Ltd

    Bridgend
    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
  • Penguin Wealth

    Bridgend
    FCA verified
    You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden>
    333
    £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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