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Financial Advisors in Brecon

List of financial advisors & consultants in Brecon. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Also showing results from nearby areas to give you more options.
Isaac Rees

Isaac Rees

Brecon, Powys, Wales, LD3 7HZ (7.51 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

Vision Financial Advisers

Vision Financial Advisers

Merthyr Tydfil, Merthyr Tydfil, Wales, CF47 8EY (13.44 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 (13.51 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

Morgan Financial Solutions

Morgan Financial Solutions

Merthyr Tydfil, Merthyr Tydfil, Wales, CF48 1DL (14.65 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

RJS Financial

RJS Financial

Abergavenny, Monmouthshire, Wales, NP7 5EE (17.96 ml)

Welcome to RJS Financial Ltd - RJS Financial Ltd, based in Abergavenny, Monmouthshire offer both personal and corporate financial planning advice. RJS Financial Ltd work across Wales in partnership with our clients, and other professional advisers such as Solicitors and Accountants, to meet their financial aspirations and we recognise the importance of providing long-term on-going assistance and guidance. less

MacManus Asset Finance

MacManus Asset Finance

Hengoed, Caerphilly, Wales, CF82 7FN (21.9 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

David Gascoyne Financial Services

David Gascoyne Financial Services

Llangadog, Carmarthenshire, Wales, SA19 9RY (23.28 ml)

David Gascoyne Financial Services Ltd is a firm of independent financial advisers that is an appointed representative of ValidPath Ltd, which is authorised and regulated by the Financial Conduct Authority. 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. If you care to contact us, we will endeavour to build the same successful relationship with you. less

Portfolio Financial Consultancy

Portfolio Financial Consultancy

Pontypool, Torfaen, Wales, NP4 0LS (23.74 ml)

Financial Consultancy Limited is a firm of Independent Financial Advisers covering the whole of South Wales from offices in Swansea and Pontypool. Our ethos is straightforward: To give our clients the highest possible standard of advice. Portfolio Financial Consultancy Limited our aim is to create unique solutions to solve our clients' financial issues. less

Niche Independent Financial Advisers

Niche Independent Financial Advisers

Pontypridd, Rhondda Cynon Taff, Wales, CF37 5SP (26.18 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

Stephen Davies IFA

Stephen Davies IFA

Caerphilly, Caerphilly, Wales, CF83 1TQ (26.97 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

M P Financial Services

M P Financial Services

Ammanford, Carmarthenshire, Wales, SA18 2ET (27.91 ml)

Covering Ammanford, Merthyr Tydfil, Aberdare and Brecon, here at MP Financial Services (Wales), we specialise in providing you with quality, professional Independent Financial Advice that you can trust. Whatever your particular requirements, whether it be a residential or commercial mortgage, protection against accident, sickness or death we can ensure that we find the best solution tailored to your needs. less

Birchwood Independent Financial Advisers

Birchwood Independent Financial Advisers

Neath, Neath Port Talbot, Wales, SA11 2TU (27.94 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

A&J Financial Enterprises

A&J Financial Enterprises

Neath, Neath Port Talbot, Wales, SA10 6HD (28.08 ml)

We start by arranging an informal meeting to discuss your general requirements and concerns. This allows us to gain a better understanding of your situation and to assess the areas in which we can be of assistance. We are backed up by one of the UKs largest Financial Services networks, which is fully authorised and regulated by the Financial Services Authority. We endeavour to exceed our customer's expectations by providing a prompt, reliable & professional service. less

Vale Independent Financial Advisers

Vale Independent Financial Advisers

Pontyclun, Rhondda Cynon Taff, Wales, CF72 8AL (28.44 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

Hereford Pension & Investments

Hereford Pension & Investments

Hereford, Herefordshire, West Midlands, HR4 0LA (28.87 ml)

Hereford Pension, Investment & Mortgage Centre LLP was originally established in 1998, with the current legal structure since 2004. We have continued to embrace change, to provide solutions for our clients (both individual and corporate) and to build long lasting relationships in order to assist our clients to meet their goals. less

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Most of the usual clients of a financial advisor in Brecon 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 Brecon to help us get on the right pat. However, nowadays the clientele of a financial advisor in Brecon 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 Brecon. A financial advisor in Brecon 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 Brecon 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 Brecon.

Tip from a Financial Advisor in Brecon: Take Bigger Risks

You are maybe thinking that a financial advisor in Brecon in their right state of mind would never advise you on taking risks. However, the good financial advisor in Brecon 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 Brecon 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 Brecon: Invest in Yourself

Another important tip from a financial advisor in Brecon 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 Brecon 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 Brecon won’t get tired to tell you.

Tip from a Financial Advisor in Brecon: Follow Opportunities

Like literary, a good and experienced financial advisor in Brecon 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 Brecon 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 Brecon 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 Brecon and allow yourself all chances.