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Financial Advisors in Wales

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

Beesure

Newport, Wales, Wales, NP10 8FY

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

Tim Taylor & Co

Tim Taylor & Co

Swansea, Swansea, Wales, SA3 4BL

Tim Taylor & Co provide professional accounting and bookkeeping services in Swansea. We work with individuals and SME businesses across a wide range of sectors, delivering everything from tax compliance and end of year account services to VAT, payroll and invoicing. We are here to take the burden away of compulsory business accounting admin, and to make sure you are fully compliant with laws and legislation. less

Estate Capital Financial Management

Estate Capital Financial Management

Swansea, Swansea, Wales, SA2 0PA

Led by chartered financial planners and supported by a team of financial advisers, market analysts, researchers, investment managers and technical administrators – Estate Capital is structured to provide the most relevant financial advice to a broad range of private and corporate clients. less

Clive Atkins & Co

Clive Atkins & Co

Swansea, Swansea, Wales, SA1 4EH

After 30 years in the accounting industry, Clive Atkins & Co is still operating with the same core values – professionalism, a friendly service, and always going the extra mile for clients. As a team of leading accountants in Swansea, they are dedicated to your success. less

Morgan Financial Solutions

Morgan Financial Solutions

Merthyr Tydfil, Merthyr Tydfil, Wales, CF48 1DL

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

Chapelwood Financial Planning

Chapelwood Financial Planning

Newport, Wales, Wales, NP20 5FA

Chapelwood Financial Planning was established in 2001. We specialise in the combination of financial planning, and we are known for the results that our clients achieve UK wide. Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you. less

Niche Independent Financial Advisers

Niche Independent Financial Advisers

Pontypridd, Rhondda Cynon Taff, Wales, CF37 5SP

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

Seer Green

Seer Green

Newport, Wales, Wales, NP10 8FY

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

Portfolio Financial Consultancy

Portfolio Financial Consultancy

Pontypool, Torfaen, Wales, NP4 0LS

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

Carpenter John

Carpenter John

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

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

Isaac Rees

Isaac Rees

Brecon, Powys, Wales, LD3 7HZ

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

Martin Evans

Martin Evans

Newport, Wales, Wales, NP20 4JW

I will take away the pain and stress related to financial planning by explaining complex issues simply, truthfully and honestly. Working together we will look at how I am able to help you achieve your financial goals. Taking the time to ensure that you understand both the advantages and any disadvantages there maybe with any solution recommended. less

Financial Planning

Financial Planning

Cardiff, Wales, Wales, CF11 9LL

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

Beacon Independent Advice. Tredegar

Beacon Independent Advice. Tredegar

Tredegar, Blaenau Gwent, Wales, NP22 3PW

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

D B Financial Services

D B Financial Services

Holywell, Flintshire, Wales, 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. Financial advice is given by listening to your needs, and offering clear, no-jargon advice on the most appropriate course of action to meet your current and future objectives. less

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

Tip from a Financial Advisor in Wales: Take Bigger Risks

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

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

Tip from a Financial Advisor in Wales: Follow Opportunities

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