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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!
KRC Chartered Accountants

KRC Chartered Accountants

KRC Chartered Accountants is a leading firm of chartered accountants providing the highest quality accountancy and taxation services to owner-managed companies, family businesses and private individual clients. Our services are always designed to clients' specific requirements. less

Mars Independent

Mars Independent

Welshpool, Powys, Wales, SY21 7BE

MARS Independent was founded in 2001 by four local men who had a wealth of experience in the financial services industry and a down to earth approach. As well known insurance companies in the UK withdrew from home service we felt that left a niche in the market to provide our clients with a friendly personal service, always making ourselves available via the telephone, our office or in the comfort of their own home. This formula has obviously worked as we now have over 3,000 clients. less

David Stock

David Stock

Newport, Wales, Wales, NP20 4AQ

David Stock & Co. Limited have been looking after the financial needs and requirements of the people of Wales and the West since 1988. During this time we have gained a reputation as one of the leading mortgage advisers in Wales and the West. As Independent Financial Advisers we are able to source, using our ICQ Service, the most competitive mortgage to suit the clients personal requirement. less

Beardmore & Co

Beardmore & Co

Llandudno, Conwy, Wales, LL30 2RH

We are independent-minded and clear thinking. Our approach for each client is genuinely bespoke, considering the broadest possible range of financial planning options to meet their needs and to adapt to different market environments. The initial meeting is at our cost and without obligation. The initial meeting is an information gathering exercise, both for you and for us. less

N & P Financial Services

N & P Financial Services

Swansea, Swansea, Wales, SA6 7DY

For an inheritance tax advisory service in West Wales, please call N&P Financial Advisors today. We are a family run business and we have been established since 1990. Our team have a wealth of experience and repeatedly receive many referrals through our large client bank. Our motto has always been that the client is foremost in our thoughts and their wishes and aspirations are key to our success. We offer the personal touch to ensure that we meet our clients' needs. less

Alchemy Advisory Services

Alchemy Advisory Services

Alchemy Advisory Services is a small family owned business operating from offices in St Asaph and Ellesmere Port. We pride ourselves not only in having attained Corporate Chartered Financial Planning status but also having the coveted Investor in People award, recognising the investment we make in the training of our staff. less

Park House Financial Services

Park House Financial Services

Swansea, Swansea, Wales, SA2 0TY

We believe in providing excellent customer service and helping you to identify and work towards your life and financial goals - the immediate, those on the horizon and looking forward to the future. With offices in Kent and Wales, Park House is able to provide high quality, personal and affordable financial advice services across most of the UK. less

M P Financial Services

M P Financial Services

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

Prism Independent Financial Advisers

Prism Independent Financial Advisers

Newport, Wales, Wales, NP20 4JW

Whether your enquiry is for you as an individual or for your business, 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. Our aim is to create a tailored solution for you, our client, to achieve your goals and aspirations. This includes a truly unique advisory process and advanced servicing for all of our clients. less

Peter Rawlins Financial Advisers

Peter Rawlins Financial Advisers

At Curo Advisers Independent Financial Advisers we pride ourselves on understanding fully our clients' needs - high quality independent advice delivered in the manner and timescales that their lives demand. Our clients are busy and look to us to ensure that their finances are working for them, both today and for the future. Curo Advisers Independent Financial Advisers are a practice of like-minded individuals, committed to our clients and keen to be judged on the value we deliver. less

Satori Financial Associates

Satori Financial Associates

Cardiff, Wales, Wales, CF15 7AF

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

SIP Wealth Management

SIP Wealth Management

Swansea, Swansea, Wales, SA7 0AJ

SIP Wealth Management is a specialist Practice of Independent Financial Advisers with over 50 years experience and expertise in developing 'Self Invested' Pension and Investment Portfolios. Our expertise allows us to educate and inform our clients thereby encouraging them and empowering them to take as much control of their own pension and investment portfolios as they may wish to. less

A J H Financial Services

A J H Financial Services

Swansea, Swansea, Wales, SA7 9LA

As local financial advisers with in excess of 30 years experience within the financial service industry, our advisers have a wealth of knowledge, taking great pride in the quality of service offered to our clients. Our services include independent whole of market unbiased advice on Financial and Holisitic Financial planning including: Personal & Corporate Pensions, Occupational Pensions, ISAs, Long Term Care, Unit Trusts, Investments, Life Assurance, Inheritance Tax Planning, NEST. less

Concept4 Financial Associates

Concept4 Financial Associates

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

Pure Commercial Finance

Pure Commercial Finance

Cardiff, Wales, Wales, CF14 1UA

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

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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.