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Financial Advisors in Aberdare

List of financial advisors & consultants in Aberdare. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Morgan Financial Solutions

Morgan Financial Solutions

Merthyr Tydfil, Merthyr Tydfil, Wales, CF48 1DL (3.53 ml)

Morgan Financial Solutions is a financial services firm owned, operated and founded by Phil Morgan who has many years' experience, having joined the industry in 1986. In 2011, Phil seized an opportunity to start Morgan Financial Solutions to offer whole of market mortgage and protection advice to customers. Since that time Morgan Financial Solutions has grown extensively and now has mortgage and protection specialists in key locations across England and Wales. less

Vision Financial Advisers

Vision Financial Advisers

Merthyr Tydfil, Merthyr Tydfil, Wales, CF47 8EY (4.16 ml)

We hope you find the site both useful and informative. The General Insurance Services and made available to you through our website are introduced by ourselves to a third party, however you can be assured the quotes you will receive will be some of the best available in today's marketplace. less

Beacon Independent Advice. Tredegar

Beacon Independent Advice. Tredegar

Tredegar, Blaenau Gwent, Wales, NP22 3PW (9.7 ml)

Beacon IFA Ltd is Authorised and Regulated by the Financial Conduct Authority. The FCA does not regulate Will Writing, Personal Loans, Commercial Loans, National Savings products, some forms of buy to let mortgages, tax planning, inheritance tax planning, offshore funds. The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK. less

MacManus Asset Finance

MacManus Asset Finance

Hengoed, Caerphilly, Wales, CF82 7FN (10.13 ml)

MacManus Asset Finance Ltd was established in 2005 by our Managing Director, Chris MacManus, who left a successful career of almost a decade as a Senior Relationship Manager at the UK's largest asset finance company, Lombard, to create an independent asset finance brokerage. less

Niche Independent Financial Advisers

Niche Independent Financial Advisers

Pontypridd, Rhondda Cynon Taff, Wales, CF37 5SP (11.81 ml)

Niche are a firm of Chartered Financial Planners. We provide financial advice to clients all over South Wales, as well as Bristol and the South West of England. Our offices are in Cardiff, Newport and Pontypridd and we are directly authorised by the Financial Conduct Authority. less

Vale Independent Financial Advisers

Vale Independent Financial Advisers

Pontyclun, Rhondda Cynon Taff, Wales, CF72 8AL (12.57 ml)

It's never too early to start thinking about packing up and taking off the live the dream. As experienced retirement planning advisers, our guidance is designed to find your right way forward. Our focus is to work with clients to help them identify their dreams and goals, and then partner with them to understand the financial implications of the life decisions they make. less

Acumen Associate Financial Services

Acumen Associate Financial Services

Pontyclun, Rhondda Cynon Taff, Wales, CF72 9UA (13.15 ml)

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation & investment risks. Whatever your level of wealth, there is nothing wrong in deciding to prepare a risk aversion strategy. This is reasonable and prudent for anyone who is sure that they already have ample to provide for themselves and their family into the future. less

Stephen Davies IFA

Stephen Davies IFA

Caerphilly, Caerphilly, Wales, CF83 1TQ (13.49 ml)

Martin started his financial career working for the Leeds & Holbeck building society as a Mortgage Adviser, progressing through to the blue chip company Legal & General as a Business Development Manager covering the IFA community across the entire UK. Martin joined a high net worth practise in Brecon where he worked for over 2 years forging strong client relationships. less

Insight Financial Advisers

Insight Financial Advisers

Pontyclun, Rhondda Cynon Taff, Wales, CF72 9ED (13.54 ml)

To build this plan, we examine your goals - to stop working, to educate your children and your aspirations - to retire abroad, to sail round the world. We also examine your means to achieve those goals - salaries, pensions, savings and investments. Registered in England at 'The Meridian 4 Copthall House, Station Square, Coventry, CV1 2FL. less

Clifton Nash

Clifton Nash

Pontyclun, Rhondda Cynon Taff, Wales, CF72 8NG (15 ml)

Most people come across the need for financial advice at some points in their lives. It could be a change of job, a new baby, a house move, or selling a business. Less happily, it might be an older member of the family becoming ill, wanting to make sure their hard-earned savings are prudently looked after. And those who inherit money also usually seek advice to make sure they get the best out of it. All these sorts of people and more come to us for help. less

Isaac Rees

Isaac Rees

Brecon, Powys, Wales, LD3 7HZ (15.39 ml)

At Isaac Rees Wealth Management LLP we have grown our business through personal recommendations and referrals and, more recently, regional financial seminars. Our team specialises in delivering bespoke solutions tailored to client's specific individual needs over a wide range of financial areas. Since financial advice is a matter of trust, our principle is to work in partnership with our clients. less

Bright Financial Solutions

Bright Financial Solutions

Bridgend, Bridgend, Wales, CF31 3HN (15.65 ml)

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. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or contact us for further information. less

Birchwood Independent Financial Advisers

Birchwood Independent Financial Advisers

Neath, Neath Port Talbot, Wales, SA11 2TU (15.93 ml)

We are an Independent Financial Adviser practice based in Neath who provide good quality Independent and Impartial Advice. We specialise in Investments, Pensions, Protection, Mortgage, and Equity Release advice and offer our clients a personal and friendly service. less

Huw Davies I F A

Huw Davies I F A

Bridgend, Bridgend, Wales, CF31 5AL (15.97 ml)

I am an Independent Financial Adviser providing information and assistance on many monetary issues ranging from Investments, Pensions and Life Assurance to Inheritance Tax, Mortgages and all aspects of Property Finance. Although based in Wales I continue to provide advice to clients in London and throughout all regions in the south east and west of England. less

Carpenter John

Carpenter John

Port Talbot, Neath Port Talbot, Wales, SA13 1NU (16.22 ml)

Graham, Gareth and Steve have over 80 years experience in the Financial Services sector, with an established and well regarded practise in the town of Port Talbot. A general IFA practise, Carpenter John has considerable expertise in the areas of Mortgages, Protection, Investment and Tax planning and Retirement Planning. We pride ourselves on the service we offer clients. less

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Most of the usual clients of a financial advisor in Aberdare would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Aberdare to help us get on the right pat. However, nowadays the clientele of a financial advisor in Aberdare is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Aberdare. A financial advisor in Aberdare is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Aberdare is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Aberdare.

Tip from a Financial Advisor in Aberdare: Take Bigger Risks

You are maybe thinking that a financial advisor in Aberdare in their right state of mind would never advise you on taking risks. However, the good financial advisor in Aberdare knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Aberdare would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Aberdare: Invest in Yourself

Another important tip from a financial advisor in Aberdare you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Aberdare will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Aberdare won’t get tired to tell you.

Tip from a Financial Advisor in Aberdare: Follow Opportunities

Like literary, a good and experienced financial advisor in Aberdare can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Aberdare knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Aberdare would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Aberdare and allow yourself all chances.