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Top 20 Independent Financial Advisers in The Vale Of Glamorgan

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  • Penguin Wealth Management

    Cowbridge and llanblethian
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you. You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden> The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
    40
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Imperial Chartered

    Cowbridge and llanblethian
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    119
    £0+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Wealthmasters Financial Management Ltd

    Wenvoe
    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.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Romilly Associates IFA Limited

    Penarth
    A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
    42
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • CBK Wales

    Barry
    We are a client centered practice where the whole team provides the independent service our clients expect and deserve.
    101
    £20k+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • D S Howell Financial Services Ltd

    Penarth
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    40
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Sterling Welsh

    Cowbridge and llanblethian
    If you find personal finances difficult to understand or just don't have the time I'd love to help you. There are no pin-striped suits here, and nobody's called Tarquin. We don't like stuffy financial advisers either! I will explain everything in plain English, which means that you can make the right decisions about your finances and your future. I have been listed in the "Sunday Times Top Rated IFA" list for two-years' running. So, you can be assured that you will be looked after. If you are worried about your investment as a result of the recent down-turn and would like a free review of that investment, let me have a look at it for you. I can do a video meeting so you don't need to come into the office.
    26
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Paul Brown -True Potential Wealth Management

    Penarth
    Working together so that you feel better informed, confident and empowered for your financial future
    71
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Vale Asset Management

    Barry
    We provide independent advice on investments, pensions, tax-planning and protection, working with private and corporate clients primarily in South Wales.
    40
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

OTHER RELATED LOCATIONS

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.