Top 10 Independent (IFAs) & Restricted Financial Advisers in Dunvant
Old Royle Wealth Management Ltd
SkettySimply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped2189Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
GowertonIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32787Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAdam McCarthy & Sione Mitchell at True Potential Wealth Management
SkettyWe 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
helped357Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.TT Wealth
SkettyTony 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
helped243Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
SkettyIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32787Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentSFL Wealth Management
GorseinonIs 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
helped710Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
CockettAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped310Minimum
wealth£150k+Pensions & retirementLInitial consultation free FCA verified IndependentTT Wealth
CockettTony 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
helped243Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAscot Lloyd
MumblesWe offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
Clients
helped1005Minimum
wealth£150k+Pensions & retirementAKRCInitial consultation free FCA verified IndependentSummit Financial Advisors and Wealth Management Ltd (M&G Wealth Advice)
TownhillWe 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 Restricted
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.