Top 20 Independent Financial Advisers in Bettwsycrwyn

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  • Halcyon Wealth

    London
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    1083
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tony Columbine - True Potential

    Warrington
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services clients can have access to easily monitor and take control of their futures.
    226
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Durham
    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
    1376
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Finsbridge Financial Planning

    New malden
    We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future. We have offices in Kent, Surrey, Essex, Berks, Hants
    154
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Talis IFA

    Haywards heath
    If the current Corona virus pandemic has you worried about your retirement or future financial plans, I'd like to help.
    19
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harteshwer Thind - PSA Financial Services

    Ettington
    Our mission is to provide clear, honest, no-nonsense financial solutions. Helping our clients achieve their financial ambitions via a holistic approach to financial planning bespoke to each individual.
    116
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clifford Osborne Limited Independent Financial Advisers

    Seaford
    We are happy to serve clients with any level of wealth. If you are considering taking independent financial advice, we would love to talk to you. We provide a personal and bespoke service and work with clients who are looking for a long term professional
    175
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Amer - True Potential Wealth Management

    Sunderland
    My clients benefit from expert, quality, value for money advice, together with access to True Potential’s award winning technology and market leading investment strategies.
    55
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Trusted Financial Planning Limited

    Morley
    Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KW Wealth Planning Ltd

    Derby
    We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
    57
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Holden & Partners LLP

    London
    An independent, Chartered Financial Planner providing advice to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
    129
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richmond House Wealth Management Limited

    Biggleswade
    We are ethically-minded Chartered Financial Planners providing personalised financial planning and investment solutions to private individuals, business owners and trustees. COVID-19 Update: The UK Government has announced its plans to move from the ‘containment’ phase of the COVID-19 outbreak, to ‘delay’. Our intention throughout this period is to continue to provide an uninterrupted service to all our clients and new enquirers, whilst adhering to government guidelines. If we are successful in receiving your enquiry from Unbiased then one of our Financial Planners will be in contact with you. We have the facility to conduct telephone reviews, mobile video calls, or conference/video calls. So if you would prefer to avoid face to face contact we can discuss the alternatives. Every situation is different, and we will work to find the right solution for you. Whilst volatile markets can cause anxiety in terms of pensions and investments, it is important that you take advice on all decisions. Falls in the market can often be an opportune moment to invest, so if you have any questions, concerns or reservations, please do not hesitate to get in touch.
    113
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    York
    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.
    12525
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • A T M Orchard Investments

    Millom
    Call for a free consultation to discuss any type of financial decision, anything from mortgages to investments.
    22
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Slater Financial Ltd

    Mansfield
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    411
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    London
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9307
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Wakefield
    I offer a free no obligation initial meeting to establish what my clients need and exactly how I can help. I believe an advisers job is to protect and improve by understanding client needs and providing products and services best suited to meet them.
    73
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Central Financial Planning Ltd

    London
    Award winning chartered & Accredited financial planners giving quality independent advice
    39
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hilton Wordsworth Financial Services Ltd

    Maltby
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Holborn Assets Limited

    Grimsby
    I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
    149
    £250k+
    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.