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

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  • MJS Financial Services LTD - Top Rated Firm 2023 'Vouched For' as distributed in 'The Times'

    Pont y clun
    FCA verified
    Helping you to understand your finances and achieve your goals is our number one priority - a boutique financial planning firm based in South Wales. Specialism in pre and post retirement planning, family wealth preservation, tax efficient planning.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • EST

    Pentyrch
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    42
    £50k+
    Can help with
    Pensions & retirement
  • Ashley at TD Financial Ltd

    Llantrisant
    FCA verified
    Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you.
    25
    £100k+
    Can help with
    Pensions & retirement
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  • Hexagon Wealth Limited

    Llantrisant
    FCA verified
    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.
    190
    £100k+
    Can help with
    Pensions & retirement
  • Attivo

    Llantrisant
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    116
    £100k+
    Can help with
    Financial planning
  • Imperial Chartered

    Pentyrch
    FCA verified
    Creating a brighter future through effective financial planning
    64
    £50k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Pentyrch
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1340
    £150k+
    Can help with
    Pensions & retirement
  • Lifestyle Financial Advice

    Llantwit fardre
    FCA verified
    We are a double-award winning, family firm based in South Wales with over 30 years’ experience in Financial Services. Our advisers have Advanced qualifications in Pensions, Mortgages and Equity Release. We offer independent advice to best suit your needs.
    78
    £50k+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    Llantwit fardre
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    205
    £50k+
    Can help with
    Pensions & retirement
  • Penguin Wealth

    Cowbridge and llanblethian
    FCA verified
    You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden>
    333
    £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.

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.