Top 10 Independent (IFAs) & Restricted Financial Advisers in Merthyr Mawr
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CST Wealth Management Limited
Coychurch lower FCA verifiedGwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.Clients29
helpedMinimum£100k+
wealthPensions & retirement- It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.Clients17
helpedMinimum£150k+
wealthPensions & retirement - Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you.Clients28
helpedMinimum£100k+
wealthPensions & retirement - Do you have old pensions that you don't understand or feel may be in need of a refresh? Are you unsure if you are saving enough for retirement or if you could retire early? We can help with a free Personal Pension Review....Clients10
helpedMinimum£50k+
wealthPensions & retirement - We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.Clients125
helpedMinimum£50k+
wealthPensions & 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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