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Top 10 Independent (IFAs) & Restricted Financial Advisers in Newcastle Emlyn

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  • Ascot Lloyd

    Carmarthen

    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.

    818
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    C
    K
    R
    Initial consultation free
    FCA verified
    Independent
  • My Pension Expert

    Carmarthen

    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.

    216
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    +4
    Initial consultation free
    FCA verified
    Independent
  • David Davies – 2plan wealth management Ltd

    Carmarthen

    We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.

    137
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
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  • TT Wealth

    Carmarthen

    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.

    235
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Flying Colours Advice

    Llannon

    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

    18378
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    +16
    Initial consultation free
    FCA verified
    Independent
  • LM Financial Planning Limited - Laurence Murphy

    Ammanford

    Live for today, plan for tomorrow. I am available by phone/video call or in person. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.

    124
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Haverfordwest

    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Retirement and Pension Planning.

    323
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • Old Royle Wealth Management Ltd

    Betws

    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country

    1945
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • LM Financial Planning Limited - Laurence Murphy

    Tenby

    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.

    124
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • SFL Wealth Management

    Llanelli

    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.

    654
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial 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.