Best Financial Advisers in Wales

Quickly connect with the top independent financial advisers and wealth management specialists serving Wales. Read reviews from verified customers. Post your requirements and get no obligation estimates.

The group company is directly authorised by the Financial Conduct Authority and has been awarded Chartered status by the Chartered Insurance Institute. The company is also accredited by the Solicitors Regulated Authority as an approved provider of continual professional development for Lawyers. WPS Wealth Ltd is an Appointed Representative of the WPS
Our aim is to build and develop close and lasting relationships with our clients to ensure their financial planning goals and needs are catered for throughout their lives. Our team of highly qualified, dedicated, Independent Financial Advisers, offer tailored and impartial advice. The whole Blackstone Partners team passionately share the same ethos
As independent financial advisers - we are able to provide unbiased financial and mortgage advice from the whole of the market. We are authorised to deal with many forms of financial services and specialise in giving advice to clients on a wide range of subjects to assist with personal and business financial planning. For over 35 years I have worked
You care about your family and so do we. The services we offer focus on protecting you and your family, to give you peace of mind so that you can enjoy every moment with them. It might not be what you want to hear, but we will always be 100% honest. It's important that you know all the possible risks and outcomes related to your financial decisions
The company is located in Lampeter - a market town in Ceredigion at the heart of the Welsh Countryside. Our advisers are able to provide friendly services in both Welsh and English, with a combined overall experience of over 50 years and we have something that cannot be taught - Experience! As Independent Financial Advisers & Independent Mortgage Advisers
Gareth Dewhurst is one of Pembrokeshire's best known financial advisers. Joining Gareth are Lisa Burks, Administration Manager, who has worked for the Gareth for over 15 years and Administrator, Zoe Whitehouse. From our conveniently located offices in Saundersfoot above Tesco Express, we provide financial advice across a wide range of areas, tailored
Established in 2001, Chesterton Grant have a strong pedigree in providing Independent financial advice to both individual and corporate clients throughout the North West and North Wales. We are not tied to any bank, insurance company or financial institution and we provide advice across a complete range of financial solutions. Our Independent Financial
Mulberry Wealth Management Ltd is a firm of independent financial advisers specialising in providing advice on pensions, investment, protection and mortgages. Taking advice can be a daunting process, whether you are looking to take financial advice for the first time or you've taken financial advice in the past. Finances often take a low priority for
Vale IFA is a firm of financial advisers which provides independent financial advice to individuals. We provide financial planning advice on investments, savings, retirement planning and non-investment insurance (for example life assurance and critical illness cover). At Vale IFA we pride ourselves on our personal and thoughtful service delivered to
Kymin was founded in Monmouth in 1993 with the aim of providing the combination of Financial Planning and Wealth Management. We are Independent Financial Planners which means we are not restricted to one provider. This allows us to select the best solution for you from the entire financial marketplace; giving our clients total peace of mind and knowing
You may be interested in looking at the FCA's consumer website "The Money Advice Service" via the following link Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to help resolve this.
Supporting you across all aspects of your financial planning and investment management requirements. Burley Fox is a boutique financial services firm. We offer highly personalised services to a select group of both individual private clients, private corporate and public companies and trusts. We do not offer a generic, mass market service; we specialise