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

Find the best FCA regulated financial advisers in Llanelli. Get expert help near you with pensions, investments, retirement planning and more
Llanelli, Sir Gaerfyrddin Carmarthenshire, Cymru Wales
Ascot Lloyd

Ascot Lloyd

Llanelli rural
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1727
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Ascot Lloyd

Ascot Lloyd

Gorseinon
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1727
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
McCarthy Wealth Management

McCarthy Wealth Management

Llwchwr
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
429
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
The Private Office

The Private Office

Gowerton
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Henderson Stone & Co Ltd

Henderson Stone & Co Ltd

Upper killay
FCA verified
As a regulated firm, we offer unbiased advice across all regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.
Clients
helped
27
Minimum
wealth
£0+
Can help with
Insurance & protection
Start enquiryView profile
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Sketty
FCA verified
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2772
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Alex Hawker at True Potential

Alex Hawker at True Potential

Killay
FCA verified
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
41
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
TT Wealth

TT Wealth

Sketty
FCA verified
Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
Clients
helped
262
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Titan Wealth International

Titan Wealth International

Cockett
FCA verified
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
722
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
TT Wealth

TT Wealth

Cockett
FCA verified
Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
Clients
helped
262
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
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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