Top 10 Independent (IFAs) & Restricted Financial Advisers in Margam Moors
Paul Brown -True Potential Wealth Management
Sandfields westWorking together so that you feel better informed, confident and empowered for your financial future
Clients
helped270Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedSummit Financial Advisors and Wealth Management Ltd (M&G Wealth Advice)
Sandfields westWe aim help you achieve your goals and aspirations but guiding you through your personalised financial planning needs. We help build protect and pass on wealth through our holistic planning approach.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedKevin Thomas at Continuum Financial Services LLP
Sandfields westI'm focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making financial decisions can be daunting, but we aim to make this process clearer and less complicated.
Clients
helped21Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.TT 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 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 IndependentAFH Wealth Management LTD
NeathThe UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
Clients
helped2237Minimum
wealth£100k+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
LlansamletOne 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 & retirementACKRInitial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
LlansamletWe 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 Pension and Retirement Planning.
Clients
helped357Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedHumboldt Financial
LlansamletAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1894Minimum
wealth£50k+Pensions & retirement+1Initial 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.