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

Find the best FCA regulated financial advisers in Swansea. Get expert help near you with pensions, investments, retirement planning and more
Swansea, Cymru Wales
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Birchgrove
FCA verified
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
5975
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
McCarthy Wealth Management

McCarthy Wealth Management

Llansamlet
FCA verified
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
433
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
McCarthy Wealth Management

McCarthy Wealth Management

Penderry
FCA verified
I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
433
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Ascot Lloyd

Ascot Lloyd

Morriston
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1764
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Alex Hawker at True Potential

Alex Hawker at True Potential

Gowerton
FCA verified
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
43
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Ascot Lloyd

Ascot Lloyd

Gorseinon
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1764
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
McCarthy Wealth Management

McCarthy Wealth Management

Llwchwr
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
433
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Humboldt Financial

Humboldt Financial

Llansamlet
FCA verified
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2452
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Henderson Stone & Co Ltd

Henderson Stone & Co Ltd

Upper killay
FCA verified
As a regulated firm, we offer unbiased advice across all regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.
Clients
helped
27
Minimum
wealth
£0+
Can help with
Insurance & protection
Start enquiryView profile
TT Wealth

TT Wealth

Sketty
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
264
Minimum
wealth
£100k+
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.

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.