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

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

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.

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.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Steggles Wealth Ltd has been providing financial advice for over 15 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 most.

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.

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.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.