Top 10 Independent (IFAs) & Restricted Financial Advisers in Llantrisant
TD Financial Ltd
LlantrisantOur 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.
Clients
helped38Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentSaltus Partners LLP
LlanharanOur 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
helped664Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentTT Wealth
LlantrisantTony 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
helped240Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.EST
PentyrchTaking care of business. A refreshingly personal and proactive approach to managing your wealth.
Clients
helped67Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentBeesure Ltd
Llantwit fardreProviding 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
helped388Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentTT Wealth
Llantwit fardreTony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
Clients
helped240Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentMJP Financial Planning - True Potential Wealth Management
PentyrchBeing 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.
Clients
helped182Minimum
wealth£0+Pensions & retirementMInitial consultation free FCA verified IndependentBeesure Financial Planning
PentyrchProviding 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
helped308Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentMatthew Sulley - AFH Wealth Management
PentyrchI provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified IndependentImperial Chartered
PontypriddI'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.
Clients
helped242Minimum
wealth£0+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.
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.