Top 20 Independent Financial Advisers in Neath Port Talbot

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  • Pashley Financial Services

    Dyffryn clydach
    Appeared in the "Ultimate Guide to the UK's Top Rated Advisers 2020" in The Times
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Neath
    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.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Aberavon
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    14
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • D C Financial Limited

    Coedffranc
    34
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JM Wealth

    Neath
    Friendly, local, Chartered Lifestyle Financial Planners to help with your financial planning.
    106
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Neath
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Aberavon
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    < 10
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Gwaun cae gurwen
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    110
    £50k+
    9.7
    Can help with Advice areas
    & specialisation
    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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