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Financial Advisors in Caerphilly

List of financial advisors & consultants in Caerphilly. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
Stephen Davies IFA

Stephen Davies IFA

Caerphilly, Caerphilly, Wales, CF83 1TQ (1.57 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

Abram Partnership

Abram Partnership

Cardiff, Wales, Wales, CF14 9AU (3.16 ml)

The Abram Partnership is one of the UK's leaders in creating tax shelters for Individuals and Company owners. Our reputation is built on profound, specialist knowledge, together with an uncompromising quality of advice, integrity and service. We offer a service to compliment the service you receive from your accountant. We have strategic alliances with a formidable team of Chartered Tax Practitioners, Accountants, specialist tax and trust lawyers, that we feel are the very best in their profession. less

Niche Independent Financial Advisers

Niche Independent Financial Advisers

Pontypridd, Rhondda Cynon Taff, Wales, CF37 5SP (3.48 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

MacManus Asset Finance

MacManus Asset Finance

Hengoed, Caerphilly, Wales, CF82 7FN (4.4 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

Bartholomew Financial

Bartholomew Financial

Cardiff, Wales, Wales, CF23 8RD (4.77 ml)

Bartholomew Financial Limited is a firm of independent financial advisers dedicated to delivering unbiased, unrestricted, financial advice best suited to our client's circumstances and objectives. This is delivered in a manner that that is most appropriate and convenient to our clients. Everyone's needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of everything we do. less

Pure Commercial Finance

Pure Commercial Finance

Cardiff, Wales, Wales, CF14 1UA (4.98 ml)

If you're looking for commercial finance brokers who really value their relationship with the customer, Pure Commercial Finance provides the welcome solution. We work tirelessly to put together a seamless and timely commercial finance package, with attention to detail and customer service guaranteed. less

Logical Financial Planning

Logical Financial Planning

Cardiff, Wales, Wales, CF24 4PY (5.98 ml)

Logical Financial welcomes you. If you are seeking impartial independent financial advice, please read on. Logical Financial are Independent Financial Advisers, based in Cardiff but whose clients cover the length and breadth of the United Kingdom with several based or with interests abroad. Logical Financial specialise in personal and corporate financial planning. What makes us different? less

Clifton Nash

Clifton Nash

Pontyclun, Rhondda Cynon Taff, Wales, CF72 8NG (6.81 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

Financial Planning

Financial Planning

Cardiff, Wales, Wales, CF11 9LL (6.84 ml)

Our three different service options allow you to choose a cost effective solution to meet your own needs and requirements - you can also switch between them if your circumstance change. For a short presentation on our Financial Planning and Investment Process. This represents our highest level of service and offers proactive financial and investment advice for those seeking the benefits of bespoke long term planning. less

Finance Wales

Finance Wales

Cardiff, Wales, Wales, CF10 3DQ (7.05 ml)

We can invest from £1,000 to £2 million at a time and we offer debt (micro loans and loans), mezzanine and equity investments. We can also invest at all stages (early stage, development capital, as well as succession and acquisition). Finance Wales was set up in 2001 to invest in Welsh SMEs and we've been investing in them ever since. Our team of investment professionals is based throughout Wales at our offices in Cardiff, Llanelli, Newtown and St Asaph. less

Sovereign Finance

Sovereign Finance

Cardiff, Wales, Wales, CF10 2DY (7.3 ml)

We use over 30 years of expertise to save you time and money by finding solutions for your financial needs. At all times our help and advice are simple to understand, friendly and above all, trustworthy. Established in 1981, Sovereign Finance advises on all aspects of financial matters ranging from pensions and retirement planning, to savings and investments, residential mortgages, equity release, wealth management, inheritance tax planning, commercial mortgages and company pension schemes. less

Beesure

Beesure

Newport, Wales, Wales, NP10 8FY (7.37 ml)

t Beesure, we craft bespoke financial journeys rooted in independence, community, and personalised care. As a family-owned business, we're committed to shaping not just your life but generations to come. With a holistic approach, we align your financial choices with your life dreams. Our independence empowers us to provide unbiased advice from a wide range of options. Together, we build lasting relationships while enriching our local community. Join us on a path to financial success. We're Beesure, your hive of financial services. less

Seer Green

Seer Green

Newport, Wales, Wales, NP10 8FY (7.63 ml)

With our Head Office located in South Wales and clients located throughout the UK, Seer Green is a team of qualified experts who provide robust, impartial advice on all matters relating to mortgages, investments, pensions, tax planning, protection and insurance - both personal and corporate. less

Vale Independent Financial Advisers

Vale Independent Financial Advisers

Pontyclun, Rhondda Cynon Taff, Wales, CF72 8AL (7.88 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

Fox Financial Management

Fox Financial Management

Cardiff, Wales, Wales, CF11 8BA (8.01 ml)

Like life, money should be enjoyed. Presuming that everyone around you has life sorted and is on top of things is an unrealistic comparison. Savings, investments, insurance. It's like holding a map in your hand. It enables you to focus on what you can do with the money you have. less

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

Tip from a Financial Advisor in Caerphilly: Take Bigger Risks

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

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

Tip from a Financial Advisor in Caerphilly: Follow Opportunities

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