Top 10 Independent (IFAs) & Restricted Financial Advisers in Sandfields West
Paul Brown -True Potential Wealth Management
Sandfields westWorking together so that you feel better informed, confident and empowered for your financial future
Clients
helped268Minimum
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 westAm 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
helped10Minimum
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.AFH 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
helped2160Minimum
wealth£100k+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
helped961Minimum
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
helped349Minimum
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
helped1807Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentM&G Wealth Advice
BirchgroveWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped441Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedRetirement Solutions (UK) Ltd
BirchgroveWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5218Minimum
wealth£0+Pensions & retirement+3Initial consultation free FCA verified IndependentSFL Wealth Management
BirchgroveIs 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.
Clients
helped697Minimum
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.
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