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

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.

Whether you require help buying a home, planning your retirement, saving for the future or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.

I’m an award-winning Independent Financial Planner, recognised in The Times and VouchedFor Top Rated Financial Advisers list for three years running. As one of the UK’s most qualified advisers, I provide clear, high-quality, jargon-free advice to help you

"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."

Marcus Platt & Tim Edwards are based on the High Street in Mold, North Wales. We simplify pensions and investments, build clear retirement plans, and could help with inheritance tax planning. Book a no-cost, no-obligation call.

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

Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country

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.

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

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