Top 10 Independent (IFAs) & Restricted Financial Advisers in Mawr
- Helping 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.Clients321
helpedMinimum£100k+
wealthPensions & retirement - 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.Clients48
helpedMinimum£0+
wealthPensions & retirement - 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.Clients28
helpedMinimum£0+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Your financial future is directly tied to your lifestyle both now and in the future. Extensive experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.Clients289
helpedMinimum£250k+
wealthPensions & retirement - Live for today, plan for tomorrow. I am available by phone/video call or in person. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.Clients124
helpedMinimum£50k+
wealthPensions & retirement - We 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.Clients303
helpedMinimum£0+
wealthPensions & retirement - 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.Clients28
helpedMinimum£0+
wealthPensions & retirement - 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.Clients622
helpedMinimum£50k+
wealthPensions & 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.
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.