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

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  • Fraser Hunt at Quilter Financial Advisers

    Mumbles
    FCA verified
    I am a Chartered Financial Planner with over 12 years of experience in financial services. I take a modern approach to financial advice; professional standards, excellent service, and fair and transparent fees. Whether simple or complex, I can help.
    28
    £0+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Birchgrove
    FCA verified
    Is 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.
    644
    £50k+
    Can help with
    Pensions & retirement

  • Sterling Welsh

    Mumbles
    FCA verified
    Give me a call for a no-obligation chat about your finances. There is NO CHARGE for the initial consultation and I will provide you with a FREE Financial Overview after our first meeting. Book a call today and I look forward to helping you, Dai
    50
    £50k+
    Can help with
    Pensions & retirement
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  • Nugenis Financial Planning

    Gorseinon
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    18
    £150k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Gorseinon
    FCA verified
    Is 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.
    644
    £50k+
    Can help with
    Pensions & retirement

  • TT Wealth

    Cockett
    FCA verified
    Tony 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.
    232
    £100k+
    Can help with
    Pensions & retirement

  • Paul Dyer

    Morriston
    FCA verified
    We offer a friendly and affordable advice service. I have over 25 years of financial services industry experience, specialising in Retirement Planning and Pension advice together with Investment planning and Protection solutions.
    48
    £0+
    Can help with
    Pensions & retirement

  • CST Wealth Management Limited

    Llansamlet
    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

  • Fraser Hunt at Quilter Financial Advisers

    Sketty
    FCA verified
    I am a Chartered Financial Planner with over 12 years of experience in financial services. I take a modern approach to financial advice; professional standards, excellent service, and fair and transparent fees. Whether simple or complex, I can help.
    28
    £0+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Castle
    FCA verified
    Creating a brighter future through effective financial planning
    74
    £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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