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Top 10 Independent (IFAs) & Restricted Financial Advisers in Ewyas Harold

Find the best FCA regulated financial advisers in Ewyas Harold. Get expert help near you with pensions, investments, retirement planning and more
Ewyas Harold, Herefordshire
McCarthy Wealth Management

McCarthy Wealth Management

Belmont rural
FCA verified
I put my client's financial goals at the heart of my business, priding myself in 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
429
Minimum
wealth
£150k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Hereford
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Abergavenny
FCA verified
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
19
Minimum
wealth
£0+
Can help with
Expatriate finances
Daniel O'Connor Abacus Advisers

Daniel O'Connor Abacus Advisers

Hereford
FCA verified
A Chartered Independent Financial Adviser. An ex-serviceman and Bronze medal winning athlete for Team UK at the Invictus Games (2022). My fees can be on a percentage of portfolio basis or fixed fee for HNW clients. Creating savings for larger portfolios.
Clients
helped
24
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Advies Wealth Ltd

Advies Wealth Ltd

Abergavenny
FCA verified
We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
Clients
helped
402
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Mather and Murray Financial

Mather and Murray Financial

Abergavenny
FCA verified
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
2976
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Abacus Associates Financial Services Ltd – C/O Craig Burridge

Abacus Associates Financial Services Ltd – C/O Craig Burridge

Hereford
FCA verified
I build long term relationships by providing Independent advice in a way you understand to meet your needs.
Clients
helped
246
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Abergavenny
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Richard Seward IFA

Richard Seward IFA

Abergavenny
FCA verified
We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
Clients
helped
13
Minimum
wealth
£100k+
Can help with
Pensions & retirement
James Phillips at Arcus Wealth

James Phillips at Arcus Wealth

Abergavenny
FCA verified
Experienced financial planner helping you enjoy retirement with confidence. I create clear, tailored plans for pensions, investments & inheritance, with ongoing support to help protect your future.
Clients
helped
14
Minimum
wealth
£0+
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.

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