Top 10 Independent (IFAs) & Restricted Financial Advisers in Merthyr Mawr
The Private Office
BridgendIndependent, 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.
Clients
helped32787Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBridgewood IFA
BracklaIf you want honest, cost effective, great advice for your pension and investment needs, please give us a call.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementDInitial consultation free FCA verified IndependentBeesure Financial Planning Limited
Coity higherProviding 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.
Clients
helped67Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Jonathon Williams - Beesure Limited
St brides minorI specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
Clients
helped29Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentMather and Murray Financial
YnysawdreIndependent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped2699Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAscot Lloyd
St brides minorOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped1005Minimum
wealth£150k+Pensions & retirementKRCInitial consultation free FCA verified IndependentBeesure Financial Planning
St brides minorProviding 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.
Clients
helped313Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentSaltus 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
helped702Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
St brides minorWe put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
Clients
helped357Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedTT 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
helped243Minimum
wealth£100k+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.