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Top 10 Independent (IFAs) & Restricted Financial Advisers in Merlins Bridge

Find the best FCA regulated financial advisers in Merlins Bridge. Get expert help near you with pensions, investments, retirement planning and more
Merlins Bridge, Pembrokeshire, Cymru Wales
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M&G Advice

M&G Advice

Gainsborough
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
3173
Minimum
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Langford Turnbull Ltd

Langford Turnbull Ltd

Coity Higher
Initial consultation free
FCA verified
Independent
Taking advice could be the soundest financial decision you make. We can explain options you may not have considered. It may be pensions, inheritance tax, investing tax-efficiently, retirement, selling a business or even a lottery win!
Clients
helped
19
Minimum
wealth
£100k+
Meet the team
Greg Turnbull
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Hoddesdon
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
11931
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
TheWealthPoint

TheWealthPoint

Bootle
Initial consultation free
FCA verified
Independent
Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
3624
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Nine Edge Wealth

Nine Edge Wealth

London
Initial consultation free
FCA verified
Independent
We believe success is when dreams become reality. That belief sits at the heart of everything we do at Nine Edge Wealth because financial planning isn’t just about numbers, it’s about giving you the freedom and confidence to live the life you’ve imagined.
Clients
helped
34
Minimum
wealth
£250k+
Meet the team
Jason Baggott
Olly Cooper
Kieran Campbell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Sharia finance
Innes Reid Investments Limited

Innes Reid Investments Limited

Chester
Initial consultation free
FCA verified
Independent
Innes Reid, Chester’s leading firm of Chartered Financial Planners offers a personal service, honesty, professionalism and value for money.
Clients
helped
179
Minimum
wealth
£100k+
Meet the team
Daniel Roberts
Lynden Hinks-Edwards
Darren Crane
Craig Kennedy
Mark Reidford
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Evelyn Partners

Evelyn Partners

Kettering
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1556
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
TheWealthPoint

TheWealthPoint

Bangor
Initial consultation free
FCA verified
Independent
Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
3624
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Innovare Financial Planning

Innovare Financial Planning

London
Initial consultation free
FCA verified
Restricted
Innovare Financial Planning have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
52
Minimum
wealth
£100k+
Meet the team
Gurbinder Ghuman
Can help with
Pensions & retirement
Financial planning
Savings
Helen Durrant at True Potential Wealth Management Ltd

Helen Durrant at True Potential Wealth Management Ltd

Newark
Initial consultation free
FCA verified
Restricted
Don’t wait until your dreams are out of reach. Tell us your financial goals and we could help you achieve them.
Clients
helped
21
Minimum
wealth
£50k+
Meet the team
Helen Durrant
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Merlins Bridge