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

Find the best FCA regulated financial advisers in Graig. Get expert help near you with pensions, investments, retirement planning and more
Graig, Newport, Cymru Wales
James Phillips at Arcus Wealth

James Phillips at Arcus Wealth

Graig
Initial consultation free
FCA verified
Independent
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
19
Minimum
wealth
£0+
Meet the team
James Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Rogerstone
Initial consultation free
FCA verified
Independent
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
39650
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Rogerstone
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15115
Minimum
wealth
£0+
Meet the team
Adam Walker
James Tall
Joseph Jenkins
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Beesure Ltd

Beesure Ltd

Rogerstone
Initial consultation free
FCA verified
Independent
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
523
Minimum
wealth
£50k+
Meet the team
Alexander O'Neill
Alexander Palmer
Jonathon Williams
Matthew Jackson
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
NTM Financial Services Ltd

NTM Financial Services Ltd

Rogerstone
Initial consultation free
FCA verified
Independent
We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
Clients
helped
108
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Coedkernew
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10480
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Shaun Hiscox - Castra Financial

Shaun Hiscox - Castra Financial

Risca west
Initial consultation free
FCA verified
Independent
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
423
Minimum
wealth
£0+
Meet the team
Shaun Hiscox
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
James Brakenbury Clearwater Wealth Management

James Brakenbury Clearwater Wealth Management

Allt yr yn
Initial consultation free
FCA verified
Restricted
I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
40
Minimum
wealth
£0+
Meet the team
James Brakenbury
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
TT Wealth

TT Wealth

Gaer
Initial consultation free
FCA verified
Independent
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.
Clients
helped
269
Minimum
wealth
£100k+
Meet the team
Tony Thomas
Tony Thomas
Tony Thomas
Tony Thomas
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Gaer
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1984
Minimum
wealth
£150k+
Meet the team
R
A
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Graig