Top 10 Independent (IFAs) & Restricted Financial Advisers in Neath Port Talbot

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  • College Street Insurance Advisors

    Port talbot
    FCA verified
    < 10
    £0+
    Can help with
    Stockbroking services

  • AFH Wealth Management LTD

    Neath
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1557
    £100k+
    Can help with
    Pensions & retirement

  • Windsor Financial Planning Ltd

    Aberavon
    FCA verified
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    47
    £100k+
    Can help with
    Pensions & retirement
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  • D C Financial Limited

    Coedffranc
    FCA verified
    38
    £50k+
    Can help with
    Pensions & retirement

  • GW Financial

    Coedffranc
    FCA verified
    Free initial consultation. Independent financial advice in Swansea, Neath and South Wales. New enquiries welcome for investments, pensions and protection.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Hexagon Wealth Limited

    Neath
    FCA verified
    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.
    191
    £50k+
    Can help with
    Pensions & retirement

  • JM Wealth

    Baglan
    FCA verified
    Friendly, local, fully Chartered Lifestyle Financial Planners to help you with your financial decisions / planning. (appeared in the Times "Vouchedfor 2021 & 2022 Top Rated Financial Adviser Guide" . Solla accredited for equity release / long term care.
    146
    £0+
    Can help with
    Pensions & retirement

  • 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
    254
    £50k+
    Can help with
    Pensions & retirement

  • Richard Keen Insurance Brokers Limited

    Neath
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • David Charles Hesketh

    Baglan
    FCA verified
    < 10
    £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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