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Top 20 Independent Financial Advisers in Wrexham

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  • Financial Fortress Ltd

    Rhosddu
    Jargon free experts providing friendly and independent financial advice. Specialists in everything pension, investment, mortgages and insurance related! Honest, transparent and value for money advice.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Williams Financial Planning Limited

    Rhosddu
    Creating Financial Security
    36
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Harken Financial

    Rhosddu
    'Harken' means to attentively listen and attend to, which is fundamental to providing excellent financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives. Harken Financial was built upon this sound principle. We provide completely independent and expert advice on pensions and retirement, investments, estate planning, protection and mortgages. We offer flexible meetings, serving clients across Cheshire, Shropshire, Staffordshire, North and Mid Wales.
    72
    £0+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • GM Wealth Management

    Offa
    We are a family-run firm offering expert, personalised financial advice for you and your family. With advisers based in Wrexham, Wirral and Manchester, we service clients across the whole of the North-West and North Wales.
    New adviser
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Offa
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    New adviser
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • LJ Financial Planning, David Jamieson

    Caia park
    We help you achieve financial freedom through sound, long-term financial planning.
    29
    £50k+
    9.0
    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.