Top 10 Independent (IFAs) & Restricted Financial Advisers in Margam Moors

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  • Paul Brown -True Potential Wealth Management

    Sandfields west
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    266
    £50k+
    Can help with
    Pensions & retirement

  • TT Wealth

    Porthcawl
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    230
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Porthcawl
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    539
    £250k+
    Can help with
    Pensions & retirement
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  • AFH Wealth Management LTD

    Neath
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1915
    £100k+
    Can help with
    Pensions & retirement

  • TT Wealth

    Neath
    FCA verified
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    230
    £50k+
    Can help with
    Pensions & retirement

  • Fraser Hunt at Quilter Financial Advisers

    Newcastle higher
    FCA verified
    I am a Chartered Financial Planner with over 12 years of experience in financial services. I take a modern approach to financial advice; professional standards, excellent service, and fair and transparent fees. Whether simple or complex, I can help.
    28
    £0+
    Can help with
    Pensions & retirement

  • Mather and Murray Financial

    Ynysawdre
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2489
    £50k+
    Can help with
    Pensions & retirement

  • MJP Financial Planning - True Potential Wealth Management

    Ynysawdre
    FCA verified
    Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.
    174
    £0+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    St brides minor
    FCA verified
    Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
    325
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Birchgrove
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    303
    £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.

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.