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Financial Advisors in Bridgend

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

Bright Financial Solutions

Bridgend, Bridgend, Wales, CF31 3HN (0.53 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

Huw Davies I F A

Huw Davies I F A

Bridgend, Bridgend, Wales, CF31 5AL (0.98 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

Medical & Professional Investment

Medical & Professional Investment

Pyle, Bridgend, Wales, CF33 6BJ (4.94 ml)

Since Medical & Professional took over my portfolio, I have enjoyed courteous service. They have always taken their time to listen to me and have consistently tailored their recommendations to fully meet my needs and personal circumstances. In addition to helping. less

Acumen Associate Financial Services

Acumen Associate Financial Services

Pontyclun, Rhondda Cynon Taff, Wales, CF72 9UA (7.96 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

Insight Financial Advisers

Insight Financial Advisers

Pontyclun, Rhondda Cynon Taff, Wales, CF72 9ED (7.99 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

Vale Independent Financial Advisers

Vale Independent Financial Advisers

Pontyclun, Rhondda Cynon Taff, Wales, CF72 8AL (8.44 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

Carpenter John

Carpenter John

Port Talbot, Neath Port Talbot, Wales, SA13 1NU (10.67 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

Clifton Nash

Clifton Nash

Pontyclun, Rhondda Cynon Taff, Wales, CF72 8NG (10.69 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

Niche Independent Financial Advisers

Niche Independent Financial Advisers

Pontypridd, Rhondda Cynon Taff, Wales, CF37 5SP (12.82 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

Birchwood Independent Financial Advisers

Birchwood Independent Financial Advisers

Neath, Neath Port Talbot, Wales, SA11 2TU (13.49 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

Romilly Associates

Romilly Associates

Barry, Vale of Glamorgan, Wales, CF62 7EA (14.65 ml)

Romilly Financial is an independent fee based planning practice that serves corporate, high net worth and aspirational clients alike. The practice covers many disciplines including retirement planning, investment of lump sums, protecting your life, health and estate and of course lending, both commercially and residentially. Our practice separates advice into two principle areas, that of product and strategy. The two often go hand in hand but can be sometimes required as stand alone. less

CBK Wales

CBK Wales

Barry, Vale of Glamorgan, Wales, CF62 7DX (14.67 ml)

Established in 2002, CBK are Independent Financial Advisers who have access to the widest range of financial products and services available in the UK. This means we are able to give you truly impartial advice and recommend the most appropriate products for you're needs both now and in the future. Here at CBK we pride ourselves on providing our clients with clear and simple financial advice. less

Satori Financial Associates

Satori Financial Associates

Cardiff, Wales, Wales, CF15 7AF (14.75 ml)

The practice has more than the minimum qualifications and are members of the Chartered Insurance Institute, the Personal Finance Society and the Institute of Financial Planning and adhere to their code of ethics and professional practices. We are working towards achieving Chartered status. less

Stephen Davies IFA

Stephen Davies IFA

Caerphilly, Caerphilly, Wales, CF83 1TQ (14.8 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

Concept4 Financial Associates

Concept4 Financial Associates

Barry, Vale of Glamorgan, Wales, CF63 4HE (15 ml)

Concept4 Financial Associates are a unique, professional, independent financial company who provide "Whole-of-the-Market" solutions for all your financial requirements. We are able to offer a portfolio of products to suit every client. The company and our experienced consultants provide a service which is a unique, tailor made financial solution for all clients from all financial backgrounds. less

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

Tip from a Financial Advisor in Bridgend: Take Bigger Risks

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

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

Tip from a Financial Advisor in Bridgend: Follow Opportunities

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