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

Find the best FCA regulated financial advisers in Trealaw. Get expert help near you with pensions, investments, retirement planning and more
Trealaw, Rhondda Cynon Taf, Cymru Wales
Continuum (Financial Services) LLP

Continuum (Financial Services) LLP

Porth
FCA verified
Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped
62
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

Porth
FCA verified
I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped
399
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Beesure Financial Planning Limited

Beesure Financial Planning Limited

Cymmer
FCA verified
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.
Clients
helped
81
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Solosy Wealth Management

Solosy Wealth Management

Pontypridd
FCA verified
Solosy Wealth Management have been providing financial advice for over 10 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.
Clients
helped
17
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Saltus Partners LLP

Saltus Partners LLP

Pontypridd
FCA verified
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.
Clients
helped
966
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
TT Wealth

TT Wealth

Pontypridd
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.
Clients
helped
262
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Titan Wealth International

Titan Wealth International

Pontypridd
FCA verified
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
722
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
mc

Mistral Consultancy Limited

Mountain ash
FCA verified
Clients
helped
< 10
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
TT Wealth

TT Wealth

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.
Clients
helped
262
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
TT Wealth

TT Wealth

Llantwit fardre
FCA verified
Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
Clients
helped
262
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
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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