Top 10 Independent (IFAs) & Restricted Financial Advisers in Llanrug

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  • Canaccord Genuity Wealth Management (CGWM)

    Llanrug
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    381
    £250k+
    Can help with
    Pensions & retirement

  • Partneriaeth Seiont Partnership LLP

    Caernarfon
    FCA verified
    Website <url hidden>.Established 2000.Bilingual service.
    222
    £50k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Llanberis
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    574
    £50k+
    Can help with
    Pensions & retirement
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  • AHR Private Clients

    Bangor
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    197
    £150k+
    Can help with
    Pensions & retirement

  • Kevin Robins - True Potential Wealth Management

    Bangor
    FCA verified
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    321
    £100k+
    Can help with
    Pensions & retirement

  • Chester Financial Wealth Management Ltd

    Menai bridge
    FCA verified
    Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 30 years. Advising UK resident clients with a minimum of £100,000 in non-property assets.
    128
    £100k+
    Can help with
    Pensions & retirement

  • Partneriaeth Seiont Partnership LLP

    Llangefni
    FCA verified
    Website <url hidden>.Established 2000.Bilingual service.
    222
    £50k+
    Can help with
    Pensions & retirement

  • Chris Grindey at True Potential Wealth Management

    Llangefni
    FCA verified
    I am qualified in all aspects of financial advice and planning. I believe planning for someone’s future should be available to anyone regardless of your circumstances. As your adviser, I will work closely with you to better your financial future.
    118
    £0+
    Can help with
    Pensions & retirement

  • Kevin Robins - True Potential Wealth Management

    Llanfairfechan
    FCA verified
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    321
    £100k+
    Can help with
    Pensions & retirement

  • Sterling IFA

    Porthmadog
    FCA verified
    Ymgynghorwyr Ariannol Annibynnol ....................... Sefydlwyd - Established 1986.
    < 10
    £50k+
    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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