Find the Best Financial Advisers in Mountain Ash

Browse financial advisers serving Mountain Ash, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
1 review
Laurel Court Associates Ltd
Porthcawl, CF36 (19.5 mi mi)
26 Years
1 review
Laurel Court Associates provides expert financial planning services covering pensions, investments, mortgages, and protection. With 25 years of combined director experience, we offer tailored solutions for retirement planning, life assurance, and wealth management. Our FCA-regulated services prioritise client needs through transparent advice and comprehensive financial strategies.
Pension Planning Life Assurance Income Protection
14 reviews
Lowndes Halsden & Partners Limited
Cardiff, CF14 (16.1 mi mi)
34 Years
14 reviews
Lowndes Halsden & Partners is an independent financial advisory firm based in Cardiff, specialising in wealth management, pensions, investments, and mortgage solutions. We provide tailored financial planning services to private individuals and businesses, combining expert knowledge with a personal approach. Our FCA-regulated services focus on creating long-term financial security for clients through comprehensive, tax-efficient strategies.
Investments Pensions Life Insurance
Excellent service Highly recommended Very helpful adviser
Abram Partnership
Cardiff, CF14 (16.1 mi)
34 Years
4 reviews
Abram Partnership
Cardiff, CF14 (16.1 mi mi)
34 Years
4 reviews
Abram Partnership provides independent financial advisory services in Cardiff, specialising in investment solutions, retirement planning, tax efficiency strategies, and protection products. With over three decades of expertise, we help clients achieve financial security through personalised, tax-conscious planning. Our client-centric approach combines deep market knowledge with a commitment to regulatory compliance and long-term relationship-building.
Investment Planning Retirement Strategy Tax Mitigation
Highly recommend Sound financial advice Approachable team
Sweetland Associates
Newport, NP20 (17.6 mi)
23 Years
2 reviews
Sweetland Associates
Newport, NP20 (17.6 mi mi)
23 Years
2 reviews
Sweetland Associates provides independent financial planning advice to individuals and businesses throughout South Wales. As a fully regulated firm, we specialise in creating tailored strategies for pensions, investments, tax planning and retirement solutions. Our client-focused approach combines regulatory compliance with accessible, jargon-free guidance.
Investments Savings Pensions
Sound professional advice Professionalism and quality of service Helped update business protection
AMIFA
Porth, CF39 (4.7 mi)
2 reviews
AMIFA
Porth, CF39 (4.7 mi mi)
2 reviews
AMIFA provides expert legal and financial services, including probate administration, tax planning, estate management, and will writing. Based in Porth, we combine local accessibility with professional partnerships to deliver fixed-fee solutions tailored to individual needs. Our services prioritise clarity, affordability, and client support during emotionally challenging times.
Probate Services Tax Planning Estate Management
1 review
Financial Planning Wales
Cardiff, CF11 (16.1 mi mi)
27 Years
1 review
Financial Planning Wales is a chartered financial advisory firm established in 1999, offering independent financial planning and investment management services to UK individuals and businesses. Our client-centric approach focuses on long-term wealth management through goals-based strategies and proactive financial guidance. We combine technical expertise with ethical standards to help clients achieve their financial aspirations.
Financial Planning Investment Management Pension Planning
Expertise Approachable Proactive guidance
2 reviews
Niche Private Clients
Newport, NP10 (17.6 mi mi)
2 reviews
Niche Private Clients Private Clients provides specialist financial planning services for high-net-worth clients. We offer fixed-fee, transparent advice covering pensions, investments, tax efficiency, and estate planning. Our employee-owned structure guarantees dedicated service aligned with client interests.
Financial Planning Ethical Investing Pension Advice
Excellent service Knowledgeable team Professional approach
Not rated yet
Acumen Associate Financial Services
Pontyclun, CF72 (8.5 mi mi)
22 Years
Not rated yet
Acumen Associate Financial Services Associate Financial Services provides independent financial advice for individuals and businesses across the UK. Specialising in pensions, mortgages, investments, and insurance, we offer tailored solutions to meet personal and corporate financial goals. Our experienced team combines technical expertise with a client-centric approach to deliver clear, jargon-free guidance.
Financial Planning Pension Advice Mortgage Brokering
Exceptional knowledge Personalised advice Goes the extra mile
Cardiff (16.1 mi) Newport (17.6 mi) Porth (4.7 mi) Pontyclun (8.5 mi) Abergavenny (18.5 mi) Porthcawl (19.5 mi)