A comprehensive list of Wales based financial consultants and advisers offering pension, mortgage, insurance, tax and financial planning & management financial advice services. Read unbiased reviews of local IFAs.
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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.
Jo Dawson — I recently met with Josh Lewis, first zoom and then in person. He has been extremely helpful and ensured that I clearly understood
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
Sophie Edwards — My partner and I have found Lowndes Halsden an incredibly helpful and trustworthy company to deal with for our investments
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.
Louise — Paul is a very professional advisor and I would highly recommend him. He always listens and gives great advice. He is always
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.
David Billington — I have taken advice from Laurel Court Associates for many years and their service has always been 100% professional and solid
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
Dean Goff — I'm very happy with the service I received from Chris H at Abram Partnership. Chris is both professional and approachable
One Life Financial Planning Ltd provides sound and well informed financial advice to a core of Business and Personal clients, for whom unbiased and professional advice is of utmost importance. Working closely with clients and their other professional advisers we provide a client centred service which strives to improve financial security and attainment of financial aspirations.
Paul Davies — Excellent company. Chris Ellis and the team are efficient, knowledgeable and very helpful.
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.
Melinda Brown — I worked for DFY back in the 90's and worked under this name about 2 years ago. I was a new Employee at McCormick, and it
Professional and personable service, our Advisers provide a wide range of expertise, Resulting in a comprehensive service. Specialist independent advice totally focused on building long-term client relationships and effective wealth management for private individuals, businesses, trustees & professional advisers across South Wales.
Truly independent, we'll help your financial status with whole of market products and advice. We listen to your needs and offer clear, no-jargon financial planning advice. We're 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 your personal and corporate financial planning.