Top 20 Independent Financial Advisers in Llanishen

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  • Pashley Financial Services

    Llanishen
    Appeared in the "Ultimate Guide to the UK's Top Rated Advisers 2020" in The Times
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Taylor - Positive Solutions

    Llanishen
    More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    77
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Sulley @ True Potential Wealth Management

    Llanishen
    Planning your financial future is more than just looking at numbers; it’s about you and your dreams.
    50
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clifton Nash

    Llanishen
    We help people in their 40's, 50's and 60's plan the retirement lifestyle they want and how to finance it.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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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