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

Find the best FCA regulated financial advisers in Cwmavon. Get expert help near you with pensions, investments, retirement planning and more

Paul Brown -True Potential Wealth Management

Sandfields west

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

Start enquiry View profile

McCarthy Wealth Management

Sandfields west

FCA verified

I put my client's financial goals at the heart of my business, 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

Start enquiry View profile

Ascot Lloyd

Blaenhonddan

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

Start enquiry View profile

McCarthy Wealth Management

Coedffranc

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

Start enquiry View profile

Ascot Lloyd

Llansamlet

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

Start enquiry View profile

McCarthy Wealth Management

Llansamlet

FCA verified

Clients
helped

429

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Humboldt Financial

Llansamlet

FCA verified

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

Clients
helped

2448

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Retirement Solutions (UK) Ltd

Birchgrove

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

Start enquiry View profile

Kevin Robins - True Potential Wealth Management

Llansamlet

FCA verified

As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.

Clients
helped

394

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Morriston

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

Start enquiry View profile

Show only advisers available for contact

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.

Why use Unbiased?

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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.