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

Find the best FCA regulated financial advisers in Llansantffraed. Get expert help near you with pensions, investments, retirement planning and more
Llansantffraed, Ceredigion, Cymru Wales
TheWealthPoint

TheWealthPoint

Machynlleth
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£250k+
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
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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