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Top 10 Independent (IFAs) & Restricted Financial Advisers in Llantrisant Fawr

Find the best FCA regulated financial advisers in Llantrisant Fawr. Get expert help near you with pensions, investments, retirement planning and more
Llantrisant Fawr, Monmouthshire, Cymru Wales
Shaun Hiscox - Castra Financial

Shaun Hiscox - Castra Financial

Langstone
FCA verified
We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
Clients
helped
403
Minimum
wealth
£0+
Can help with
Pensions & retirement
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Langstone
FCA verified
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
5951
Minimum
wealth
£0+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Langstone
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
James Phillips at Arcus Wealth

James Phillips at Arcus Wealth

Langstone
FCA verified
Experienced financial planner helping you enjoy retirement with confidence. I create clear, tailored plans for pensions, investments & inheritance, with ongoing support to help protect your future.
Clients
helped
14
Minimum
wealth
£0+
Can help with
Pensions & retirement
Beesure Ltd

Beesure Ltd

Caldicot
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
Ascot Lloyd

Ascot Lloyd

Caerleon
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
MPI Financial Advice

MPI Financial Advice

Caerleon
FCA verified
We provide a free update & advice service to help you understand your plans.
Clients
helped
8051
Minimum
wealth
£0+
Can help with
Pensions & retirement
Paul Brown -True Potential Wealth Management

Paul Brown -True Potential Wealth Management

Caerleon
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
Beesure Financial Planning Limited

Beesure Financial Planning Limited

Caerleon
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
81
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Shaun Hiscox - Castra Financial

Shaun Hiscox - Castra Financial

Magor and undy
FCA verified
We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
Clients
helped
403
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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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.