Top 10 Independent (IFAs) & Restricted Financial Advisers in New Tredegar

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  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Tredegar
    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.
    224
    £150k+
    Can help with
    Pensions & retirement
  • Prosperity Wealth - Ciaran Reynolds

    Blackwood
    FCA verified
    Whether you require help buying a home, planning your retirement, saving for the future or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
    62
    £50k+
    Can help with
    Pensions & retirement
  • Bridgewood IFA Ltd

    Blackwood
    FCA verified
    If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
    50
    £50k+
    Can help with
    Pensions & retirement
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  • Flying Colours

    Tredegar
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16750
    £100k+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Newbridge
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    494
    £50k+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    Dowlais
    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
  • Beesure Financial Planning

    Newbridge
    FCA verified
    Invest yourself, Protect yourself, Bee yourself.
    229
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Town
    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
  • Fairstone Group

    Pant
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10185
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Gurnos
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1340
    £150k+
    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.

Why use Unbiased?

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