Financial Advisers
in Wales

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

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.

Rural Finance is one of the biggest agricultural, commercial and industrial finance brokerage company’s operating throughout England, Scotland, Wales and Northern Ireland. Getting finance is the corner stone of every business and because every business is different Rural Finance offers bespoke services tailored to each company’s needs.

Welcome to Roberts Boyt, an Independent Financial Advisers based in Carmarthen, South Wales. Established in 1997, Roberts Boyt is now one of the leading IFA firms in West Wales looking after a multitude of cross sectional clients and their assets. We offer services such as financial advisory, income protection and wealth management, among many more, to businesses or individuals in the South Wales area.

Welcome to RJS Financial Ltd - RJS Financial Ltd, based in Abergavenny, Monmouthshire offer both personal and corporate financial planning advice.

Richard Carew Independent Financial Advisers Ltd, an Appointed Representative of Cambrian Associates Ltd, formed in January 1st 2012. Richard Carew had been an adviser for Cambrian for over ten years, when he became Managing Director of his own company.

Portfolio Financial Consultancy Ltd are a team of professional Independent Financial Advisers (IFAs). We are based in Swansea Waterfront and cover the whole of South Wales and the South West.

Medical & Professional Investment LLP specialise in providing expert and impartial financial advice to medical professionals. From junior doctors through to consultants, we have a thorough understanding of the medical profession and your specific financial needs. Our partners and advisors have in excess of 100 years combined experience working in the financial services industry, with some 30 years spent within British Medical Association services.

Our Head Office is based in Cross Hands, but we have advisors covering all of South West and East Wales, in particular Carmarthenshire, Aberdare and Brecon. Here at MP Financial Services (Wales), we specialise in providing you with quality, professional Independent Financial Advice that you can trust.

MacManus Asset Finance Ltd is an independent business finance brokerage based in Abercynon, South Wales but with a customer base that stretches across the UK. Authorised and Regulated by the Financial Conduct Authority we have access to over 60 finance companies that provide a wide range of business finance solutions.