Money Matters: Discover the Best Financial Advisers in Wales

The Money Partnership is a friendly, down-to-earth, and honest team of independent financial advisers and mortgage advisers based in Newport, South Wales. They offer a range of services including mortgages, pensions, investments, property investment, and protection. Their experienced team provides professional yet relaxed guidance to help clients make informed financial decisions. With flexible hours and jargon-free advice, they ensure clients receive personalized support to achieve their financial goals.

Kymin Financial Services Ltd is an award-winning financial planning company providing independent holistic financial planning and successful wealth management services. With over 30 years of expertise, they offer a unique and comprehensive solution for clients' financial planning needs. Their services include investment and wealth planning, pension and retirement planning, inheritance and estate protection planning, and cashflow planning.

Blackstone Partners are a team of highly qualified, dedicated, and Independent Financial Advisers, offering impartial and tailored advice. Our mission is to build and develop lasting relationships with our clients to ensure that financial planning goals and needs are catered for throughout their lives. We believe in conducting ourselves with uncompromising integrity, always putting our clients' best interests at the forefront of our considerations.

Cambrian provides holistic, independent, face-to-face financial advice, helping clients develop and grow their financial plans and wealth through life. Our experienced advisers offer a wide range of services, including Investments & Savings, Mortgages & Equity Release, Pensions & Retirement Options, and Protection. We pride ourselves in helping clients achieve their financial goals, whether that's buying a first home, planning for retirement, or managing wealth. With over 40 years of experience and a century of industry expertise among our advisers, we are committed to providing expert guidance and advice to help our clients succeed financially.

At Mulberry Wealth Management Ltd, we are a team of independent financial advisers specialising in providing expert advice on pensions, investments, protection, and mortgages. Our experienced team helps individuals and families plan for their financial future, providing tailored solutions to achieve their goals. With our expertise, you can make informed decisions about your financial affairs. Our commitment is to provide impartial, professional, and friendly advice, ensuring you have the confidence to make the most of your financial opportunities.

At Vale Independent Financial Advisers, we are a team of experienced Independent Financial Advisers offering unbiased and impartial advice to individuals and businesses across South Wales. Our highly knowledgeable and experienced team provides a range of services including Pension Planning, Savings and Investments, Estate planning, Mortgages, and Protection Planning. With over 25 years of experience, we have helped over 250 clients achieve their financial goals. Our mission is to build long-lasting relationships with our clients, based on trust and mutual success. We strive to provide personalized advice, tailored to meet the unique needs of each client, helping them make informed financial decisions.

Sweetland Associates Ltd is an independent financial advisory firm offering expert financial planning advice to individuals and businesses throughout Newport, Cardiff, and South Wales. They provide a comprehensive range of financial services, including investments, savings, pensions, workplace pensions, retirement and later-life planning, protection, corporate protection, mortgages, and equity release. With a team of experienced financial advisers, Sweetland Associates Ltd is dedicated to helping clients achieve their financial objectives

Morgan Peterson offers a personal approach to financial planning, providing tailored services to individual clients, families, sports players, and businesses across the UK. With extensive knowledge of the mortgage market, we provide impartial advice on a wide range of financial services, including mortgage advice, protection insurance, retirement planning, investments, and savings. Our team of experts is dedicated to providing personalized solutions to meet the unique needs of each client. With 0 years of experience and a proven track record of success, Morgan Peterson is the trusted partner for all your financial planning needs.

Financial Planning Wales is a professional services firm that provides Chartered financial planning and investment management services to individuals and companies across the UK. With a team of experienced and qualified professionals, we offer a range of services including financial planning, investment management, and wealth protection. Our approach is customer-centric, and we are committed to providing a personalized service that meets the unique needs of each client. We are Authorized and Regulated by the Financial Conduct Authority and have a strong track record of delivering successful outcomes for our clients.

Hayman Watkin Davies is a financial advisory firm based in Cardiff, South Wales, providing expert advice on a range of financial products and services, including pensions, investments, mortgages, business protection, personal protection, and equity release. Our experienced and qualified financial advisors have over 20 years' experience and are fully qualified and approved by the Financial Conduct Authority (FCA). We aim to build trust and develop long-standing and valued relationships with our clients.