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

Find the best FCA regulated financial advisers in Penderry. Get expert help near you with pensions, investments, retirement planning and more
Penderry, Swansea, Cymru Wales
Skylark Wealth Management Limited

Skylark Wealth Management Limited

Penderry
Initial consultation free
FCA verified
Restricted
Skylark Wealth Management Limited have been providing financial advice for over 5 years. We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
Recently added
Minimum
wealth
£150k+
Meet the team
Liam Baker
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
McCarthy Wealth Management

McCarthy Wealth Management

Penderry
Initial consultation free
FCA verified
Independent
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
459
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Titan Wealth International

Titan Wealth International

Cockett
Initial consultation free
FCA verified
Independent
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
826
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
TT Wealth

TT Wealth

Cockett
Initial consultation free
FCA verified
Independent
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
268
Minimum
wealth
£100k+
Meet the team
Tony Thomas
Tony Thomas
Tony Thomas
Tony Thomas
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
M&G Advice

M&G Advice

Cockett
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Ascot Lloyd

Ascot Lloyd

Morriston
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
R
A
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
MWG Wealth Management

MWG Wealth Management

Sketty
Initial consultation free
FCA verified
Restricted
At MWG Wealth Management, we work with directors, professionals and retirees to give you clarity and confidence about your financial future. We are here to provide practical solutions to the financial issues that concern you.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Gregory Wintermute
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
TT Wealth

TT Wealth

Sketty
Initial consultation free
FCA verified
Independent
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
268
Minimum
wealth
£100k+
Meet the team
Tony Thomas
Tony Thomas
Tony Thomas
Tony Thomas
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
M&G Advice

M&G Advice

Llansamlet
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Every Step Financial Services

Every Step Financial Services

Castle
Initial consultation free
FCA verified
Independent
We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
686
Minimum
wealth
£0+
Meet the team
Joanne Flanagan
Can help with
Insurance & protection
Business
Frequently Asked Questions about Financial Advisers in Penderry