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Top 10 Independent (IFAs) & Restricted Financial Advisers in Llanbadarn Fawr

Find the best FCA regulated financial advisers in Llanbadarn Fawr. Get expert help near you with pensions, investments, retirement planning and more
Llanbadarn Fawr, Powys, Cymru Wales
TheWealthPoint

TheWealthPoint

Churchstoke
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Hough Financial

Hough Financial

Wistanstow
FCA verified
Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
56
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Beaumont Wealth

Beaumont Wealth

Ludlow
FCA verified
We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
Clients
helped
984
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Masons Independent Financial Advisers

Masons Independent Financial Advisers

Ludlow
FCA verified
A complete holistic service with your first and second meetings with an experienced adviser FREE and with no obligation. All your questions answered; When can I retire? how much income do I really need? will my funds run out? how can i reduce risk?
Clients
helped
545
Minimum
wealth
£50k+
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Ludlow
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2854
Minimum
wealth
£250k+
Can help with
Pensions & retirement
2020 Financial Advice

2020 Financial Advice

Church stretton
FCA verified
We are an Independent Financial Advice firm, with our adviser holding a Level 6, Chartered Associate qualification. We provide a local service offering appointments face-to-face, by video call or over the phone, to suit you. We're here to support you.
Clients
helped
478
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Hough Financial

Hough Financial

Caynham
FCA verified
Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
56
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Daniel O'Connor Abacus Advisers

Daniel O'Connor Abacus Advisers

Hereford
FCA verified
A Chartered Independent Financial Adviser. An ex-serviceman and Bronze medal winning athlete for Team UK at the Invictus Games (2022). My fees can be on a percentage of portfolio basis or fixed fee for HNW clients. Creating savings for larger portfolios.
Clients
helped
24
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Beaumont Wealth

Beaumont Wealth

Church stretton
FCA verified
With over 25 years of experience in wealth planning, our independent financial advisers have helped countless individuals, families, and businesses build stronger financial futures through trusted, bespoke guidance and a wide range of advice and products.
Clients
helped
984
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Church stretton
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
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.

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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.