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

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  • Roberts Boyt Limited

    Carmarthen
    FCA verified
    Trust Reassurance Understanding Simplification Timing We can't afford to get it wrong when we look after you and your money
    37
    £250k+
    Can help with
    Pensions & retirement
  • Simon Davies Wealth Management

    Carmarthen
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning
  • Roberts Boyt & Company

    Carmarthen
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning
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  • Edward Lee at True Potential Wealth Management

    Carmarthen
    FCA verified
    Looking to take control of your personal finances? I will provide expert advice and guidance along with customised solutions to enable you to maximise your investments, minimise risk, and achieve your financial goals. Schedule a consultation today!
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Arian Financial Planning Ltd

    Carmarthen
    FCA verified
    SIMPLY ADDING VALUE FOR ALL - Honest, experienced and professional Independent Financial Advice
    < 10
    £0+
    Can help with
    Pensions & retirement
  • David Davies – 2plan wealth management Ltd

    Carmarthen
    FCA verified
    We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
    119
    £0+
    Can help with
    Pensions & retirement
  • Barrie Kent (Partner) @ True Potential Wealth Management LLP

    Carmarthen
    FCA verified
    As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. For me, planning for the financial future is more than just looking at numbers; it’s the people and dreams behind the figures that matter the most. Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • Attivo

    Carmarthen
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    116
    £100k+
    Can help with
    Financial planning
  • Philip L Jones - True Potential Wealth Management

    Carmarthen
    FCA verified
    If you want honest, cost effective, great advice for your pension, investment, mortgage, protection needs, give me a call.
    16
    £0+
    Can help with
    Pensions & retirement
  • CBK Wales

    Llanegwad
    FCA verified
    We are a client centered practice where the whole team provides the independent service our clients expect and deserve.
    30
    £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.

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.