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Financial Advisers in Wales

  1. UNIQ Family Wealth

    Local financial advisers in north-wales
    029 2078 2330
    029 2078 2330
    Fortran Rd Cardiff CF30LT
    UNIQ Family Wealth is an experienced team of independent Financial Planners based in Cardiff, London, Bristol and Swansea supporting families and individuals to make the most of their wealth via intelligent investment, retirement, mortgage and tax thinking. We're defined by our personalised, hands-on service and driven by our commitment to care - treating each of our clients' finances as if they were our own.
  2. Martin McCudden Dip PFS, Cert CII(MP), Financial Adviser

    Local financial advisers in north-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 .
  3. The Andrew Connolly Practice

    Local financial advisers in north-wales
    01270 750600
    01270 750600
    53 Middlewich Road Sandbach CW111HU
  4. Doug Dale Taylor & Co

    Local financial advisers in north-wales
    01446 704421
    01446 704421
    Cardiff House Barry CF632AW
  5. Paul D Clarke

    Local financial advisers in north-wales
    01244 900464
    01244 900464
    Unit 18 Barrowmore Enterprise Estate Great Barrow Chester CH37JS
  6. Ideal Financial Planning

    Local financial advisers in north-wales
    0844 576 3135
    0844 576 3135
    Tredomen Business & Technology Centre Ystrad Mynach Hengoed CF827FN
  7. Personal Asset Management Ltd

    Local financial advisers in north-wales
    01547 529100
    01547 529100
    Unit 1 Knighton Enterprise Park Knighton LD71HJ
  8. The Right Equity Release Ltd

    Local financial advisers in north-wales
    01244 322199
    01244 322199
    1 Juniper Court Chester CH23EH
  9. Financial Advisor

    Local financial advisers in north-wales
    01495 225557
    01495 225557
    5 Cordani Building Blackwood NP121AG
  10. Ashley Kissick Financial Advisor

    Local financial advisers in north-wales
    07528 185992
    07528 185992
    3rd Floor 2 Kingsway Cardiff CF103FD
  11. Lewis Wealth Management Ltd

    Local financial advisers in north-wales
    01743 444700
    01743 444700
    St James's House Anchorage Avenue Shrewsbury SY26FG
  12. 75 Point 3 Ltd

    Local financial advisers in north-wales
    01244 320221
    01244 320221
    Unit 92 Bowen Court St Asaph LL170JE
  13. Midlands Wealth Management Ltd

    Local financial advisers in north-wales
    01743 444900
    01743 444900
    St James House Anchorage Avenue Shrewsbury SY26FG
  14. Platt Partnership

    Local financial advisers in north-wales
    01352 751951
    01352 751951
    21 Chester Street Mold CH71EG
  15. O'Loughlin Wealth Management

    Local financial advisers in north-wales
    01873 810631
    01873 810631
    Glanusk Estate Glanusk Crickhowell NP81LP
  16. Simon Wyatt Financial Planning

    Local financial advisers in north-wales
    01792 799506
    01792 799506
    Axis 15 Axis Court Mallard Way Swansea Vale Swansea SA70AJ
  17. Alpha Financial Services UK Ltd

    Local financial advisers in north-wales
    01244 394247
    01244 394247
    Obsidian Offices Chester West Employment Park Chester CH14QN
  18. D W J Wealth Management Ltd

    Local financial advisers in north-wales
    01639 825066
    01639 825066
    Baglan Business Centre Baglan Port Talbot SA127BR
  19. True Potential Wealth Management

    Local financial advisers in north-wales
    01745 337964
    01745 337964
    12 Penisaf Avenue Towyn Abergele LL229LL
  20. Claims Financial

    Local financial advisers in north-wales
    07903 530011
    07903 530011
    Cartref Llwydcoed Aberdare CF440YE

Financial Advisers in Wales

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