Top 20 Independent Financial Advisers in Pembrokeshire

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  • Beaufort Financial (Pembs)

    Penally
    Helping you to achieve your financial objectives
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth Management Ltd

    Tenby
    I provide independent financial advice to help individuals and businesses achieve their goals by making smarter financial decisions.
    15
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MJW Pensions and Investments Ltd

    Haverfordwest
    Our success has been based on three core company principles;integrity, professionalism and impartiality.
    49
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Merchants Wealth Management

    Haverfordwest
    We want to help you live a richer life by taking care of your financial goals, adding value where it matters and providing opportunity for you to achieve your objectives.
    < 10
    £0+
    7.0
    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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Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. 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.