Financial Advisers
in Wales

Looking for a financial advisor in Wales? Here you will find a comprehensive list of recommended financial advisors with detailed business profiles, services, products, customer reviews and ratings. Get multiple free quotes!

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Recommended Financial Advisors

Established in 2003, Beacon IFA has grown steadily to become a leading independent financial services provider with offices across South and Mid Wales and in Central London. Our success has been a result of tailoring our services to the unique needs of our clients; we help them to meet their financial objectives through honest professional advice, explained in plain English.
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.
Our services include independent whole of market unbiased advice on Financial and Holisitic Financial planning including: Personal & Corporate Pensions, Occupational Pensions, ISAs, Long Term Care, Unit Trusts, Investments, Life Assurance, Inheritance Tax Planning, NEST.
As professional Independent Financial Advisers Acumen Associate Financial Services Ltd 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 your personal and corporate financial planning.
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.

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