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

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  • Fraser Hunt at Quilter Financial Advisers

    Mumbles
    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

  • Old Royle Wealth Management Ltd

    Sketty
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1835
    £100k+
    Can help with
    Pensions & retirement

  • Sterling Welsh

    Mumbles
    FCA verified
    Give me a call for a no-obligation chat about your finances. There is NO CHARGE for the initial consultation and I will provide you with a FREE Financial Overview after our first meeting. Book a call today and I look forward to helping you, Dai
    49
    £50k+
    Can help with
    Pensions & retirement
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  • SFL Wealth Management

    Reynoldston
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    622
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Sketty
    FCA verified
    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.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • Fraser Hunt at Quilter Financial Advisers

    Sketty
    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

  • TT Wealth

    Sketty
    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

  • The Private Office

    Gowerton
    FCA verified
    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.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Gorseinon
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    622
    £50k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Cockett
    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

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.