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

Find the best FCA regulated financial advisers in Gurnos. Get expert help near you with pensions, investments, retirement planning and more
Gurnos, Merthyr Tydfil, Cymru Wales
McCarthy Wealth Management

McCarthy Wealth Management

Park
FCA verified
We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.
Clients
helped
429
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Town
FCA verified
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
966
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
Beesure Ltd

Beesure Ltd

Dowlais
FCA verified
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
498
Minimum
wealth
£50k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Town
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
mc

Mistral Consultancy Limited

Mountain ash
FCA verified
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
Continuum (Financial Services) LLP

Continuum (Financial Services) LLP

Porth
FCA verified
Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped
62
Minimum
wealth
£0+
Can help with
Pensions & retirement
My Pension Expert

My Pension Expert

Blackwood
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
Nugenis Financial Planning- Ciaran Reynolds

Nugenis Financial Planning- Ciaran Reynolds

Blackwood
FCA verified
Whether you require help buying a home, planning your retirement, saving for the future or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
Clients
helped
90
Minimum
wealth
£0+
Can help with
Pensions & retirement
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

Porth
FCA verified
I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped
399
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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