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

Find the best FCA regulated financial advisers in Llansawel. Get expert help near you with pensions, investments, retirement planning and more
Llansawel, Sir Gaerfyrddin Carmarthenshire, Cymru Wales
Flying Colours Advice

Flying Colours Advice

Llannon
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.
Clients
helped
19932
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Betws
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
Ascot Lloyd

Ascot Lloyd

Carmarthen
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
My Pension Expert

My Pension Expert

Carmarthen
FCA verified
We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
653
Minimum
wealth
£0+
Can help with
Pensions & retirement
TT Wealth

TT Wealth

Carmarthen
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
David Davies – 2plan wealth management Ltd

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.
Clients
helped
146
Minimum
wealth
£0+
Can help with
Pensions & retirement
Paul Brown -True Potential Wealth Management

Paul Brown -True Potential Wealth Management

Tawe uchaf
FCA verified
Working together so that you feel better informed, confident and empowered for your financial future
Clients
helped
273
Minimum
wealth
£50k+
Can help with
Pensions & retirement
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
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
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
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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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.