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Financial Advisors in Wales

List of financial advisors & consultants in Wales. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Advantage IFA

Advantage IFA

Cardiff, Wales, Wales, CF10 4DQ

Welcome to our homepage, we hope you are able to navigate around the site and find what you're looking for. Advantage IFA takes great care in putting the needs of our clients first and foremost. We aim to offer the highest quality financial advice from across the whole of the market. We tailor all of our advice to our individual client needs, liaising with their accountants and solicitors as appropriate to provide a coherent planning strategy. less

Medical & Professional Investment

Medical & Professional Investment

Pyle, Bridgend, Wales, CF33 6BJ

Since Medical & Professional took over my portfolio, I have enjoyed courteous service. They have always taken their time to listen to me and have consistently tailored their recommendations to fully meet my needs and personal circumstances. In addition to helping. less

Mortgage Market

Mortgage Market

Sebastian & St James International Financial Advisers Ltd is an international financial services company serving clients throughout the world. We specialise in all aspects of financial advice, offering a financial consultation service which encompasses a wide range of investment and pension based solutions. We recognise that every client is different so we provide a service tailored to the requirements of each individual. less

Heron House Financial Management

Heron House Financial Management

Newport, Wales, Wales, NP20 4JS

We've been delivering fee based professional advice across the UK since 1994. Think of us as personal financial mentors, here to guide you through the peaks and troughs of your financial life. The information given to us will be retained on our computer for reference purposes only and will be held in accordance with the Data Protection Act 1998. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. less

Stephen Davies IFA

Stephen Davies IFA

Martin started his financial career working for the Leeds & Holbeck building society as a Mortgage Adviser, progressing through to the blue chip company Legal & General as a Business Development Manager covering the IFA community across the entire UK. Martin joined a high net worth practise in Brecon where he worked for over 2 years forging strong client relationships. less

G & R Financial

G & R Financial

Wrexham, Wrexham, Wales, LL12 0HE

We are qualified and look to provide you with professional and impartial advice. We always look to find solutions for your needs that work throughout the many different stages of your life. Insurance and Investment products differ greatly in areas such as tax treatment, charges or investment returns. We constantly monitor the whole market to ensure you receive advice about the product that best meets your needs. less

CBK Wales

CBK Wales

Established in 2002, CBK are Independent Financial Advisers who have access to the widest range of financial products and services available in the UK. This means we are able to give you truly impartial advice and recommend the most appropriate products for you're needs both now and in the future. Here at CBK we pride ourselves on providing our clients with clear and simple financial advice. less

Sovereign Finance

Sovereign Finance

Cardiff, Wales, Wales, CF10 2DY

We use over 30 years of expertise to save you time and money by finding solutions for your financial needs. At all times our help and advice are simple to understand, friendly and above all, trustworthy. Established in 1981, Sovereign Finance advises on all aspects of financial matters ranging from pensions and retirement planning, to savings and investments, residential mortgages, equity release, wealth management, inheritance tax planning, commercial mortgages and company pension schemes. less

Birchwood Independent Financial Advisers

Birchwood Independent Financial Advisers

We are an Independent Financial Adviser practice based in Neath who provide good quality Independent and Impartial Advice. We specialise in Investments, Pensions, Protection, Mortgage, and Equity Release advice and offer our clients a personal and friendly service. less

Vision Financial Advisers

Vision Financial Advisers

We hope you find the site both useful and informative. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace. less

Chesterton Grant

Chesterton Grant

Deeside, Flintshire, Wales, CH5 3XP

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. less

Huw Davies I F A

Huw Davies I F A

Bridgend, Bridgend, Wales, CF31 5AL

I am an Independent Financial Adviser providing information and assistance on many monetary issues ranging from Investments, Pensions and Life Assurance to Inheritance Tax, Mortgages and all aspects of Property Finance. Although based in Wales I continue to provide advice to clients in London and throughout all regions in the south east and west of England. less

Celandine

Celandine

In order to provide our clients with an enhanced level of service we use True Potential. This integrated, contemporary system allows our clients to access information we hold with comprehensive details of your investments and policies, providing a single forum for your wealth. less

Vale Independent Financial Advisers

Vale Independent Financial Advisers

It's never too early to start thinking about packing up and taking off the live the dream. As experienced retirement planning advisers, our guidance is designed to find your right way forward. Our focus is to work with clients to help them identify their dreams and goals, and then partner with them to understand the financial implications of the life decisions they make. less

Sweetland Associates

Sweetland Associates

Newport, Wales, Wales, NP20 4HH

Sweetland Associates Ltd is a firm of independent financial advisers based in South Wales, specialising in the management of pensions and investment portfolios. We provide financial advice to both individuals and companies on all aspects of financial planning. We provide impartial, unbiased and objective financial advice covering the whole financial services marketplace. less

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Most of the usual clients of a financial advisor in Wales would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Wales to help us get on the right pat. However, nowadays the clientele of a financial advisor in Wales is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Wales. A financial advisor in Wales is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Wales is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Wales.

Tip from a Financial Advisor in Wales: Take Bigger Risks

You are maybe thinking that a financial advisor in Wales in their right state of mind would never advise you on taking risks. However, the good financial advisor in Wales knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Wales would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Wales: Invest in Yourself

Another important tip from a financial advisor in Wales you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Wales will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Wales won’t get tired to tell you.

Tip from a Financial Advisor in Wales: Follow Opportunities

Like literary, a good and experienced financial advisor in Wales can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Wales knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Wales would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Wales and allow yourself all chances.