Top 10 Independent (IFAs) & Restricted Financial Advisers in Cymru Wales
Sterling IFA
PorthmadogYmgynghorwyr Ariannol Annibynnol ....................... Sefydlwyd - Established 1986.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementCInitial consultation free FCA verified IndependentPartneriaeth Seiont Partnership LLP
CaernarfonWebsite <url hidden>.Established 2000.Bilingual service.
Clients
helped238Minimum
wealth£50k+Pensions & retirementMRInitial consultation free FCA verified IndependentGM Wealth Management
OffaWe are a family-run firm offering expert, personalised financial advice for you and your family. We service clients across the whole of the North-West and North Wales. Approver: Quilter Financial Services Limited (15/02/2024).
Clients
helped242Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Saltus Partners LLP
PorthcawlOur 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.
Clients
helped693Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentRomilly Associates IFA Limited
PenarthA fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
Clients
helped102Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped229Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent Ascot Lloyd
CaerleonWe offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
Clients
helped994Minimum
wealth£150k+Pensions & retirementACKRInitial consultation free FCA verified IndependentTT Wealth
PorthcawlTony 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.
Clients
helped242Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
CockettAHR 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.
Clients
helped306Minimum
wealth£150k+Pensions & retirementLInitial consultation free FCA verified Independent- Clients
helped108Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent
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.