Top 20 Independent Financial Advisers in Swansea
- Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.< 10£50k+9.8Pensions & retirement
All you need to
know about
finding adviceDo I need financial advice?
How to understand your own advice needs and when it’s time to ask an adviser.How to find a professional
The different ways you can use Unbiased to identify the ideal adviser for you.- Is your pension working for you? Talk to one of our expert advisers today about how we can get you pension working for you. Retirement is something that we all eventually deserve but whether it comes with a smile is down to the performance of the pension over a number of years. The time to think about retirement is many years before it approaches, as the years leading up to retirement can prove crucial in terms of delivering the income you require. Talk to us today, you're under no obligation and the advice we can offer will make sure you and your pension are on the right track. SFL Wealth Management, helping you, find, understand and improve your pension & retirement.13£0+7.0Pensions & retirement
- Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.New adviser£0+7.0Pensions & retirement
Acumen Independent Financial Planning Ltd
We pride ourselves on offering a friendly professional service to new and existing clients. .< 10£0+9.0Mortgages
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.