We are a team of award winning financial planners providing good honest advice. We specialise in Investment, Retirement and estate planning, from the comfort of your own home, a nice relaxing coffee shop or our office based in Pontypridd town centre. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income...

Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it. Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.We take a modern approach to executing the right financial solutions at the right time in your growth journey. We’re not tied to specific banks...

If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call. I have over 14 years experience in giving advice to both business and personal clients throughout South Wales.I feel the most important thing is to understand the needs of you, your family and your business. I am looking to build relationships, by us getting to know each other. I want you to trust, that I will be there for you whenever you need me, and I will always have your interests a...

We are a double-award winning, family firm based in South Wales with over 30 years’ experience in Financial Services. Our advisers have Advanced qualifications in Pensions, Mortgages and Equity Release. We offer independent advice to best suit your needs. Professional friendly advice from a double-award winning firm with over 30 years experience in Financial Services.Meetings can be in our office in Talbot Green or at your home. Evening appointments are available. We provide an initial meeting...

Gwyn is supported by in-house Chartered Tax Adviser, Karen Best, an experienced tax specialist and James Burnett, a fellow adviser. CST Wealth Management Limited is a Chartered Financial Planner directly authorised by the Financial Conduct Authority. The company is headed by Gwyn Williams Chartered Accountant and Chartered Financial Planner. Gwyn is also a former Chairman of Swansea Building Society having been a non-executive director since 2005 and Chairman from 2016 to 2018. He has extensive ...

Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important. Our clients know the financial course they’re on is as unique as they are. The individuals and families we serve understand the real benefit of a thoughtfully conceived, carefully managed financial plan based on their specific needs. Combining informed expertise and personalised services, Aevitas is truly committed to providing a wealth management experien...

Helping you to understand your finances and achieve your goals is our number one priority - a boutique financial planning firm based in South Wales.Specialism in pre and post retirement planning, family wealth preservation, tax efficient planning. My clients approach me for advice as I have a proven track record for helping clients achieve their objectives by providing trustworthy financial advice. I recently been nominated as a Top Rated Firm 2023 for customer reviews as distributed in The Time...

Taking care of business. A refreshingly personal and proactive approach to managing your wealth. Our Financial Planning team will listen to what is important to you then work together with you to plan the best solution. We use tech-driven research and cash flow modelling technology to help you visualise the future. With no bias to products or ties to investment managers you can be safe in the knowledge that you are in good hands. Pensions & retirement: Pensions & retirement planning Financial ...

An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way. We are a multi award-winning Independent Financial Advising company providing Holistic lifetime financial planning. The advice is uncomplicated, clear and always meaningful.We use a tried and tested five stage process ensuring we address all your financial requirements. This starts from forming a friendly professional relationship, analysis and research of...

If you want honest, cost effective, great advice for your pension and investment needs, give us a call. Along with a professional, friendly approach, my independent status is a key foundation to the service, ensuring I can advise on products across the whole market place. Therefore, I act solely in the best interests of my clients at all times. I have private interview room facilities if required, or I am able to meet you at your home anywhere across South Wales if that makes you more comfortabl...

Planning Financial Futures Since 2002Our company has helped clients across South Wales plan their financial futures for nearly twenty years. We work hard to understand our clients’ priorities – what they want from life, their dreams, their realistic goals. We provide independent, impartial advice on investments, pensions, mortgages and protection.Our financial advice process is straightforward and easy to understand, with transparent fees and charges. It can be summarised as:• Understandin...

We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way. NTM Financial Services Ltd provides financial advice to Private Clients, Business Clients and Charities. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income tax Esta...

Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards. Whitchurch IFA Ltd was founded to provide the highest standard of financial advice in the Cardiff area. To this end we uphold the highest standards of integrity and technical excellence whilst maintaining true independence. We hold no allegiance to any bank, investment provider or life office and we are not part of any network or group. This means we will never choose ...

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. Paul Dyer is a Restricted Financial Adviser within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8N...

Im an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. Im one of the highest qualified advisers in the UK, delivering quality, jargon free advice. Im qualified to Chartered level, and also a Fellow of the Personal Finance Society, the highest academic level a financial adviser can achieve. I specialise in retirement planning, drawdown, pensions rules and investments strategies. I have a backgro...

I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters! I am a restricted adviser, always looking to help my clients in as any ways as possible. I am passionate when it comes to helping my clients plan for their futures, their childrens futures and their grandchildrens futures. Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: ...

Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you. We will work with you to decide what financial solution you need, matching them to your attitude to risk and where you are in your life.As independent financial advisors we work for you and have no bias towards any particular provider. We are fee based advisers and have a rang...

Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a Top UK Adviser in The Times Newspaper. In 2023 voted as one of the UKs top Financial Advisers in The Times newspaper. Im a Chartered Financial Planner and Final Salary Pension Specialist, meaning I am one of the few advisers in the UK qualified to advise on all pension schemes. I help company directors, self employed and individuals on all aspects of their personal financial planning needs, with a specialism in pens...

As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients. For me, financial planning should be at the centre of everyone’s lives, ensuring that you achieve your ambitions and goals without costly mistakes along the way.Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s...

Pensions & retirement: Pensions & retirement planning Financial planning: Wealth management Investments: Investing for income Insurance & protection: Life insurance Critical illness Income protection insurance Tax & trust planning: Income tax Estate planning Capital gains tax Taxation planning Mortgages: Buy to let Remortgage

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