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

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  • 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.
    622
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Gorseinon
    FCA verified
    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.
    303
    £0+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Gorseinon
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18151
    £150k+
    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

  • The Private Office

    Gowerton
    FCA verified
    Independent, 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.
    30297
    £100k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Cockett
    FCA verified
    AHR 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.
    197
    £150k+
    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.
    230
    £100k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Mynyddbach
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1918
    £50k+
    Can help with
    Pensions & retirement

  • Fraser Hunt at Quilter Financial Advisers

    Pontardulais
    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

  • Kevin Robins - True Potential Wealth Management

    Penderry
    FCA verified
    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.
    321
    £100k+
    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.

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.