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

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  • Kevin Robins - True Potential Wealth Management

    Cwmbran central

    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.

    331
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • TT Wealth

    Cwmbran central

    Tony 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.

    235
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Paul Brown -True Potential Wealth Management

    Caerleon

    Working together so that you feel better informed, confident and empowered for your financial future

    268
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
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  • Beesure Financial Planning Limited

    Caerleon

    Providing 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.

    61
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Nugenis Financial Planning

    Caerleon

    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
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Ascot Lloyd

    Caerleon

    We 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

    816
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    A
    C
    K
    R
    Initial consultation free
    FCA verified
    Independent
  • Beesure Financial Planning Ltd

    St julians

    Providing 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.

    64
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • SFL Wealth Management

    Victoria

    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.

    654
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Beesure Ltd

    Beechwood

    Providing 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.

    343
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    +1
    Initial consultation free
    FCA verified
    Independent
  • Continuum financial planning LLP

    Beechwood

    An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.

    14
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial 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.