Top 20 Independent Financial Advisers in Swansea

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  • The Private Office

    Sketty
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Birchgrove
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    24
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Gowerton
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Castle
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    21
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Castle
    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+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Cockett
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    < 10
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CBK Wales

    Cockett
    We are a client centered practice where the whole team provides the independent service our clients expect and deserve
    169
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cilbenrick Limited

    Pennard
    A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.
    27
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Sketty
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential

    Mawr
    An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
    48
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Portfolio Financial Consultancy Ltd

    St thomas
    Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
    29
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SFL Wealth Management

    Castle
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Liam Baker at True Potential Wealth Management

    Landore
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Gowerton
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    22
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acumen Independent Financial Planning Ltd

    Llansamlet
    We pride ourselves on offering a friendly professional service to new and existing clients. .
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Distinct Financial Solutions Wealth Management Ltd

    Gorseinon
    Long standing, trusted & experienced Financial Planning Adviser offering unbiased advice based in Swansea.
    15
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth Management Ltd

    Killay
    I provide independent financial advice to simply help individuals and businesses achieve their goals by making smarter financial decisions.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.