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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!
MacManus Asset Finance

MacManus Asset Finance

Hengoed, Caerphilly, Wales, CF82 7FN

MacManus Asset Finance Ltd was established in 2005 by our Managing Director, Chris MacManus, who left a successful career of almost a decade as a Senior Relationship Manager at the UK's largest asset finance company, Lombard, to create an independent asset finance brokerage. less

75 Point 3

75 Point 3

Colwyn Bay, Conwy, Wales, LL29 8LG

75point3 is a client focused firm of professionally qualified, dedicated and experienced advisers which provides high quality independent advice on Investments, Pensions, Life Assurance and Mortgages. We offer our expertise directly to individual clients and businesses from our offices across North Wales and Chester. We also offer our services to professional connections such as Solicitors, Accountants, Estate Agents, Builders and Stockbrokers who do not have in-house financial planning expertise. less

Rural Finance

Rural Finance

Wrexham, Wrexham, Wales, LL13 9XR

Formed in 2004, we are the largest Independent Finance Brokering Network throughout England, Scotland, Wales and Northern Ireland. As indicated by our name, we deal primarily in agricultural finance, working with the rural community. Rural Finance's success is reliant on its specialist service and preserving a competitive edge in a very competitive industry. Rural Finance's interest rates are monitored regularly so that they remain at the sharp end of the market. less

Roberts Boyt

Roberts Boyt

Carmarthen, Carmarthenshire, Wales, SA31 3DX

Welcome to Roberts Boyt & Company, an expert independent financial advice service from our team of Independent Financial Advisors (IFA's). Request independent financial advice on investments, pensions, stakeholder and life assurance, critical illness and investment plannning or even a full independent financial review. You can check on the latest stock market and share information or use our extensive range of online financial calculators and interactive tools. less

Morgan Financial Solutions

Morgan Financial Solutions

Merthyr Tydfil, Merthyr Tydfil, Wales, CF48 1DL

Morgan Financial Solutions is a financial services firm owned, operated and founded by Phil Morgan who has many years' experience, having joined the industry in 1986. In 2011, Phil seized an opportunity to start Morgan Financial Solutions to offer whole of market mortgage and protection advice to customers. Since that time Morgan Financial Solutions has grown extensively and now has mortgage and protection specialists in key locations across England and Wales. less

Clive Atkins & Co

Clive Atkins & Co

Swansea, Swansea, Wales, SA1 4EH

After 30 years in the accounting industry, Clive Atkins & Co is still operating with the same core values – professionalism, a friendly service, and always going the extra mile for clients. As a team of leading accountants in Swansea, they are dedicated to your success. less

Estate Capital Financial Management

Estate Capital Financial Management

Swansea, Swansea, Wales, SA2 0PA

Led by chartered financial planners and supported by a team of financial advisers, market analysts, researchers, investment managers and technical administrators – Estate Capital is structured to provide the most relevant financial advice to a broad range of private and corporate clients. less

Tim Taylor & Co

Tim Taylor & Co

Swansea, Swansea, Wales, SA3 4BL

Tim Taylor & Co provide professional accounting and bookkeeping services in Swansea. We work with individuals and SME businesses across a wide range of sectors, delivering everything from tax compliance and end of year account services to VAT, payroll and invoicing. We are here to take the burden away of compulsory business accounting admin, and to make sure you are fully compliant with laws and legislation. less

Beesure

Beesure

Newport, Wales, Wales, NP10 8FY

t Beesure, we craft bespoke financial journeys rooted in independence, community, and personalised care. As a family-owned business, we're committed to shaping not just your life but generations to come. With a holistic approach, we align your financial choices with your life dreams. Our independence empowers us to provide unbiased advice from a wide range of options. Together, we build lasting relationships while enriching our local community. Join us on a path to financial success. We're Beesure, your hive of financial services. 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.