Independent Financial Advisers in Wales

List of Wales based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services.

IAM Financial is an established financial planning firm offering financial advice to our clients. Advice is given on a wide range of specialist services, with our core business being Wealth Management. We believe in putting the client first, establishing long-term relationships built around trust and honesty while providing a first class service.

  • Really really helpful and managed to save me money and time renewing my mortgage and life

Lowndes Halsden is a fast growing wealth advice business with principal offices in Cardiff. Lowndes Halsden offers independent wealth advice and investment management services to private individuals and businesses. Being named as one of the top 50 'Fastest Growing' companies in Wales, the Company's vision is to continue its growth as a leading provider of wealth advice. We place great importance on

  • I live local and past the offices of Lowndes Halsden most weeks but I never knew what

We are a firm of Independent Financial Advisers and offer a free initial consultation. We specialise in: -Pensions -Investments - Inheritance Tax Planning -Business Protection - Life Assurance/ Income Protection.

We are a small financial consultancy based in West Wales helping clients to make informed financial decisions by providing clear and straightforward financial planning recommendations. You will expect a superlative service from us, built on care and attention to detail, and you will appreciate the professional focus that is brought to your financial affairs. You will also be seeking a close working

Laurel Court Associates Ltd comprises of a team of Professional Independent Financial Advisers and mortgage planners, authorised to deal on a wide range of financial advice With an open and honest approach, we believe that financial advice need not be overly complicated, leaving you to consider the important factors in your life.

  • I have taken advice from Laurel Court Associates for many years and their service has

Our aim is to create individual solutions to meet our clients’ financial objectives. Our independent advice will take into account a range of issues such as investment management, tax and estate planning, business ownership and insurance protection. This culminates in the creation of a bespoke financial plan based on our clients’ specific financial goals and values. Whatever our clients’ financial

The Abram Partnership is one of the UK's leaders in creating tax shelters for Individuals and Company owners. Our reputation is built on profound, specialist knowledge, together with an uncompromising quality of advice, integrity and service. With over 45 years experience between them within the financial services profession, Ken Abram and Martin Greenwood are chosen by many business entrepreneurs

Overton Carroll Financial Services Limited is a leading, caring and trustworthy independent financial advice company in the UK. We are dedicated in providing our clients with the highest care and professionalism. For the complete financial advice package and all your mortgages, secured loans and commercial mortgages, you will find our product portfolio and service hard to beat.

You have found us because you are looking for sound, financial advice. As professional Independent Financial Advisers, Acumen are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning. We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products

HHPG Limited is an independent financial planning and mortgage consultancy that focuses on Wealth Management and Business Solutions. Our qualifications and expertise are amongst the most advanced in the country and we work to the highest standards.