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

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  • Pembrokeshire Wealth Management

    Saundersfoot
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Penally
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    239
    £150k+
    Can help with
    Pensions & retirement

  • Paul Diment True Potential

    Tenby
    FCA verified
    I provide restricted, whole of market financial advice and planning to help individuals and businesses achieve their goals by making smarter financial decisions.
    18
    £0+
    Can help with
    Pensions & retirement
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  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Haverfordwest
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    239
    £150k+
    Can help with
    Pensions & retirement

  • Hedley Asset Management Limited

    Haverfordwest
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Windsor Financial Planning Ltd

    Haverfordwest
    FCA verified
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    47
    £100k+
    Can help with
    Pensions & retirement

  • Adrian Cox Asset Management

    New moat
    FCA verified
    Chartered and Certified Financial Planner and Independent Financial Adviser, specialising in investment management, pre & post retirement planning, and tax planning.
    < 10
    £250k+
    Can help with
    Investments

  • Cleddau Financial Services Limited

    Neyland
    FCA verified
    < 10
    £0+
    Can help with
    Savings

  • Prism Independent Financial Management Ltd

    Haverfordwest
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Penguin Wealth Management Limited

    Saundersfoot
    FCA verified
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth.
    < 10
    £50k+
    Can help with
    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.

Why use Unbiased?

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.