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Financial Advisers in Wales

  1. Martin McCudden Dip PFS, Cert CII(MP), Financial Adviser

    Local Financial Advisers in Wales
    07971 169607
    07971 169607
    Hyde Park Rhyl LL185FN
    I am a Financial Adviser within a Partner Practice which is an appointed representative of St James's Place Wealth management, a FTSE 100 company and provide financial advice to personal & business clients with regards to Investments, Pension planning and other financial services needs. We have an office in St Asaph to conduct client meetings, and serve individuals and businesses across Mid and North Wales. Advice Area's - - Investments - ISA's - Wealth Management - Pensions - Mortgages - Life Assurance - Business Protection In the recent light of the big banks making their financial advice wings redundant, you may find yourself in the worrying situation of investments with the bank and no adviser to guide you through the stormy waters given the recent Brexit vote to name but one. The advice available can range from straight forward life insurance for the family and to financially protect your loved ones or to cover the mortgage debt, to more complex needs such as pension or investment and wealth management planning whether it be on a personal or business basis. Complex estate planning is also available such as trusts, wills or inheritance tax mitigation. Many other needs can be met, such as arranging your mortgage or considering a re-mortgage to lower payments or release funds. The initial consultation is free and there's no obligation. Even if it's just an initial review....perhaps you have only ever bought bank products and now they don't even look after you ! There's a whole other world out there where your adviser can work for you and not dance to the tune of the bank or insurance company, give me a call, you may be pleasantly surprised .
  2. Alpha Financial Services UK Ltd

    Local Financial Advisers in Wales
    01244 394247
    01244 394247
    Obsidian Offices Chester West Employment Park Chester CH14QN
  3. Personal Asset Management Ltd

    Local Financial Advisers in Wales
    01547 529100
    01547 529100
    The Orchard Corner Knighton LD71DB
  4. Ideal Financial Planning

    Local Financial Advisers in Wales
    0844 576 3135
    0844 576 3135
    Tredomen Business & Technology Centre Ystrad Mynach Hengoed CF827FN
  5. Simon Wyatt Financial Planning

    Local Financial Advisers in Wales
    01792 799506
    01792 799506
    Axis 15 Axis Court Mallard Way Swansea Vale Swansea SA70AJ
  6. Aura Financial Services

    Local Financial Advisers in Wales
    07889 968081
    07889 968081
    Morfe House Shrewsbury SY37LU
  7. Platt Partnership

    Local Financial Advisers in Wales
    01352 751951
    01352 751951
    21 Chester Street Mold CH71EG
  8. Ashley Kissick Financial Advisor

    Local Financial Advisers in Wales
    07528 185992
    07528 185992
    3rd Floor 2 Kingsway Cardiff CF103FD
  9. D W J Wealth Management Ltd

    Local Financial Advisers in Wales
    01639 825066
    01639 825066
    Baglan Business Centre Baglan Port Talbot SA127BR
  10. O'Loughlin Wealth Management

    Local Financial Advisers in Wales
    01873 810631
    01873 810631
    Glanusk Estate Glanusk Crickhowell NP81LP
  11. Doug Dale Taylor & Co

    Local Financial Advisers in Wales
    01446 704421
    01446 704421
    Cardiff House Barry CF632AW
  12. Lewis Wealth Management Ltd

    Local Financial Advisers in Wales
    01743 444700
    01743 444700
    St James's House Anchorage Avenue Shrewsbury SY26FG
  13. The Right Mortgage

    Local Financial Advisers in Wales
    01244 322199
    01244 322199
    1 Juniper Court Chester CH23EH
  14. Leabold Financial Management Ltd

    Local Financial Advisers in Wales
    0117 962 3600
    0117 962 3600
    Valleys Innovation Centre Abercynon Mountain Ash CF454SN
  15. 75 Point 3 Ltd

    Local Financial Advisers in Wales
    01244 320221
    01244 320221
    Unit 92 Bowen Court St Asaph LL170JE
  16. The Andrew Connolly Practice

    Local Financial Advisers in Wales
    01270 750600
    01270 750600
    6 Hope Street Sandbach CW111BA
  17. Paul D Clarke Fpc

    Local Financial Advisers in Wales
    01244 900464
    01244 900464
    Unit 18 Barrowmore Enterprise Estate Great Barrow Chester CH37JS
  18. Willson Grange Ltd

    Local Financial Advisers in Wales
    0151 625 0011
    0151 625 0011
    50 Grange Road West Kirby Wirral CH484EF
  19. S W T Wealth Management

    Local Financial Advisers in Wales
    029 2252 0168
    029 2252 0168
    Britannia House Caerphilly CF833GG

    Latest Reviews

    • Excellent service, a very honest and approachable adviser

      Martha Davies in Cardiff
      30 Jul 21
  20. Financial Advisor

    Local Financial Advisers in Wales
    01495 225557
    01495 225557
    2 Kingsway Cardiff CF103FD
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