Top 20 Independent Financial Advisers in Carmarthenshire

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  • Financial Solutions Wales Ltd

    Llanelli
    Financial Solutions Wales is a long established Chartered Financial Planning firm, offering impartial financial advice to our clients since 2005.
    53
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Davies – 2plan wealth management Ltd

    Carmarthen
    We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
    67
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thomas Independent Financial Advisers

    Llanelli
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Llanpumsaint
    We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Llangunnor
    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
    33
    £50k+
    9.7
    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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