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

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  • MJP Financial Planning - True Potential Wealth Management

    Llanharry
    FCA verified
    Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.
    174
    £0+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Llanharan
    FCA verified
    Our 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.
    533
    £250k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Pencoed/Cardiff

    Pencoed
    FCA verified
    88
    £0+
    Can help with
    Pensions & retirement
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  • CST Wealth Management Limited

    Pencoed
    FCA verified
    Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser.
    29
    £100k+
    Can help with
    Pensions & retirement

  • TT Wealth

    Llantrisant
    FCA verified
    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.
    229
    £100k+
    Can help with
    Pensions & retirement

  • TD Financial Ltd

    Llantrisant
    FCA verified
    Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you. Established in 2006.
    35
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Cowbridge and llanblethian
    FCA verified
    Our 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.
    533
    £250k+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Cowbridge and llanblethian
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    241
    £0+
    Can help with
    Pensions & retirement

  • TT Wealth

    Cowbridge and llanblethian
    FCA verified
    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.
    229
    £100k+
    Can help with
    Pensions & retirement

  • EST

    Pentyrch
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    56
    £50k+
    Can help with
    Pensions & retirement

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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