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

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  • James & Associates Financial Services Ltd

    Minehead
    FCA verified
    James & Associates Financial Services Ltd is an innovative practice of like-minded individuals who provide high quality, independent financial advice. We are committed to our clients and are keen to be judged on the value we deliver.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Matthew Sulley - AFH Wealth Management

    St athan
    FCA verified
    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Cowbridge and llanblethian
    FCA verified
    Creating a brighter future through effective financial planning
    74
    £50k+
    Can help with
    Pensions & retirement
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  • TT Wealth

    Cowbridge and llanblethian
    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.
    232
    £100k+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Cowbridge and llanblethian
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    241
    £0+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Cowbridge and llanblethian
    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.
    566
    £250k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Pencoed/Cardiff

    Barry
    FCA verified
    88
    £0+
    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.
    566
    £250k+
    Can help with
    Pensions & retirement

  • CST Wealth Management Limited

    Coychurch lower
    FCA verified
    Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.
    29
    £100k+
    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.
    232
    £100k+
    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.