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!

  •   Get multiple free quotes
  •   Local trusted businesses
  •   Choose the best quote

Recommended Financial Advisors

Isaac Rees
Isaac Rees 01874 730947
Powys, Brecon, LD3 7HZ

Financial Planning means building future security, health and happiness for your loved ones through intelligent investment, pension and tax choices. Today, UNIQ Family Wealth leads the field with our personal, hands-on financial advice in Cardiff, London & Bristol.
Financial Planning Solutions Ltd
Financial Planning Solutions Ltd 01633 865610
Torfaen, Cwmbran, NP44 3AU

We are a Chartered Financial Planning Firm, based in South Wales, advising on topics that include investment and portfolio reviews, pensions and taxation, life assurance and practical help for businesses. In short, we believe in designing a financial future to suit you and your requirements.
EvansEntwistle
EvansEntwistle 029 2071 3800
Vale of Glamorgan, Penarth, CF64 2AH

We are a practice of CIMA Chartered Management Accountants with offices in Cardiff and Bristol. We help organisations to maximise their opportunity & profitability, and we help individuals to maximise their wealth & security.
Distinct Financial Solutions Ltd
Distinct Financial Solutions Ltd 01792 894100
Swansea, Gorseinon, SA4 4AA

Welcome to Distinct Financial Solutions Wealth Management Ltd. Based in Gorseinon, Swansea, we offer a comprehensive financial planning service for all your Mortgage, Pension and Investment needs.
David Gascoyne Financial Services
David Gascoyne Financial Services 01550 740407
Carmarthenshire, Llangadog, SA19 9RY

I provide the financial advice and Elizabeth deals with the administration. We work hard and provide an efficient service. I became an IFA in 1999 and my business model is built around providing ongoing advice to my existing clients, building a strong relationship with them.
D B Financial Services
D B Financial Services 01352 714777
Flintshire, Holywell, CH8 7GR

We are authorised financial advisers, who specialise in giving advice on a wide range of subjects to assist with your personal financial planning including, Investments, Inheritance Tax Planning, Pensions, Life Assurance and Mortgages.
Commodore Finance
Commodore Finance 01745 850653
Denbighshire, Prestatyn, LL19 9LW

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.
Chesterton Grant
Chesterton Grant 01244 526888
Flintshire, Deeside, CH5 3XP

Chesterton Grant is a firm of Independent Financial Advisers. We offer impartial advice and a tailored service that fulfils the financial needs of individual and corporate clients.
Bright Financial Solutions
Bright Financial Solutions 01656 653500
Bridgend, Bridgend, CF31 3HN

Whether your enquiry is on a personal or corporate basis, the major financial decisions that you make will have significant and life-changing consequences. It is therefore essential that you seek professional independent financial advice from people you can trust.
Beardmore & Co
Beardmore & Co 01492 876538
Conwy, Llandudno, LL30 2RH

Beardmore & Company Ltd is an experienced and highly qualified firm of Chartered Financial Planners. We provide independent financial advice to individuals, trustees and business owners to help them to build, manage and protect their wealth. The company was founded by Stephen Beardmore in 1997 and is located in the picturesque town of Llandudno, North Wales. Our strength is founded on the lasting relationships that we build with our clients.

Wales