Top 10 Independent (IFAs) & Restricted Financial Advisers in Treflys
Kevin Robins - True Potential Wealth Management
KingtonHelping 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.
Clients
helped357Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedTom Donativo Financial Planning
Willersley and winfortonI provide independent financial advice. My approach to financial advice is rooted in understanding your unique goals and creating a personalised plan to help ensure your financial wellbeing for years to come.
Clients
helped14Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentRaymond James Investment Services
KingtonTruly personal wealth and investment management services for a life well planned. Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you.
Clients
helped46Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Flying Colours Advice
KingtonFlying 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.
Clients
helped18967Minimum
wealth£150k+Pensions & retirement+16Initial consultation free FCA verified IndependentWilliam Felix - Intelligent Financial Advisory Ltd
KingtonCreating, managing and protecting your wealth the intelligent way
Clients
helped219Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPaul Brown -True Potential Wealth Management
Tawe uchafWorking together so that you feel better informed, confident and empowered for your financial future
Clients
helped270Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedM&G Wealth Advice
BlaengwrachWe 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
helped567Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedM&G Wealth Advice
CyfarthfaWe 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
helped567Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedOld Royle Wealth Management Ltd
BetwsSimply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped2183Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Ltd
DowlaisProviding 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
helped398Minimum
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.