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

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Total assets
My postcode
  • Moneytree Wealth Management Ltd

    Rhos on sea

    We specialise in retirement planning and pension advice from our Chester city centre office.

    357
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +5
    Initial consultation free
    FCA verified
    Restricted
  • Beaumont Wealth

    Conwy

    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.

    637
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Sam Hartley - True Potential Wealth Management

    Conwy

    I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, we project your income, expenses, and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.

    272
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
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  • Canaccord Genuity Wealth Management (CGWM)

    Llanfair talhaiarn

    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.

    578
    £500k+
    Can help with
    Pensions & retirement
    Meet the team
    M
    Initial consultation free
    FCA verified
    Independent
  • Harken Financial

    Abergele

    'Harken' means to attentively listen and attend to. This is fundamental to providing financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives.

    241
    £0+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • HCI Chartered Financial Planners

    Conwy

    Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.

    243
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +6
    Initial consultation free
    FCA verified
    Independent
  • Boulton Financial Services Ltd

    Conwy

    We offer a free initial consultation

    104
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Boulton Financial Services Ltd

    Rhos on sea

    We offer a free initial consultation

    104
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Kevin Robins - True Potential Wealth Management

    Llanfairfechan

    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.

    343
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • Canaccord Genuity Wealth Management (CGWM)

    Conwy

    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.

    578
    £500k+
    Can help with
    Pensions & retirement
    Meet the team
    M
    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.