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

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Total assets
My postcode
First meeting is free

  • Crescent Financial

    Uplands
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Sandringham Financial Partners

    Sketty
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning

  • Cosgrove Brown Financial Planning Ltd

    Cockett
    FCA verified
    Clear, trusted advice with a professional, personable approach; as Chartered Financial Planners we specialise in all pension and investment needs.
    29
    £0+
    Can help with
    Pensions & retirement
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  • Self Invested Portfolios Ltd

    Mumbles
    FCA verified
    No matter what, always take a professional 2nd opinion on any investment or pension advice by a Chartered Financial Adviser
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Copperstone Financial Services Ltd

    Llanrhidian lower
    FCA verified
    Independent, impartial, but also realistic in trying to achieve the best outcomes for our clients.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Reynoldston
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    509
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Sketty
    FCA verified
    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.
    27029
    £100k+
    Can help with
    Pensions & retirement

  • O'Sullivan Financial Planning Limited - Laurence Murphy

    Mynyddbach
    FCA verified
    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
    124
    £50k+
    Can help with
    Pensions & retirement

  • Sterling Welsh

    Uplands
    FCA verified
    Your initial consultation won't cost you a penny so why not give us a call now...
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Portfolio Financial Consultancy Ltd

    St thomas
    FCA verified
    Long established and trusted Independent Financial Advisers servicing the whole of South Wales from our Head Office in Swansea
    44
    £50k+
    Can help with
    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.