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Best Financial Advisors in Aberystwyth
The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Aberystwyth area.
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R J Financial Planning
“Professional and comfortably laid out offices. It is always nice to see your local Chartered Financial Planner operating from a nice office, rather than an old Mondeo 😀 A new operation on the Cardigan High Street: Good luck Richard and staff 😀 …...”
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Pedr Financial Planning
Pensions, Investments & Savings,
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Watson Financial
“I have nothing but praise for Roger and his team. Roger helped us get onto the property ladder, has saved us money on our mortgage payments and helped us to buy our dream property. We now live in our forever home. His advice has been clear, well d...”
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Cyfri Cyfyngedig
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J S Jones IFA
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Haydn Lewis Financial Services
- Questions
- Life Insurance
- Mortgage
“Aly was so helpful when we were getting our first mortgage. She was there for me when I needed to ask silly questions and helped us through the whole process.
I couldn't recommend her enough!”
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John Davies Investments & Mortgages
Financial Planning, Pensions Advice Including Drawdown and Annuities, Investments & Savings
“Post by Paul Williams.
Marc was extremely professional, friendly and persistant in helping me set up my rental property remortgages. His work enabled my long running business to continue operating in a financially uncertain period.
I have no hesita...”
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Iplanning Wealth Management
- Home
- Financial Advice
- Mortgage
“Kelly, Angharad and the whole team at iPlanning pulled out all the stops to get me on the property ladder. They are an extremely friendly, hardworking team and make the process of insurance & mortgage applications effortless. Highly recommend. Diolch...”
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Beaumont Wealth
Later Life Planning, Investment Advice, Pensions
“Friendly and professional service”
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Roberts Boyt
Inheritance Tax Planning, Retirement Planning, Wealth Management
“Roberts Boyt are the ultimate professional organisation, always ready to give help and beneficial advice. Mark has always been patient, taking time to explain and advise. Thank you very much.”
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Gwyn-May Financial Advisors
“Very professional, we have used this service many times and recommend a vist. Best mortgage broker around.”
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OPW Chartered Financial Planners
Mortgages and Lending, Corporate Planning, Ethical Investing
“Fantastic first class service I had from Damien very polite and professional I found him very easy to deal with and the advice given was brilliant. If you are looking for financial advice this is the company to use. I highley recommend him and his ...”
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M P Financial Services
- Mortgage
“I have used M P Financial Services for many years, they constantly provide a responsive and professional service. Neil and his team at Cross Hands are fantastic, friendly and consistently reliable. Positive Responsiveness, Quality, Professionalism”
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Prudent Financial Planning Services
“Efficient, friendly and professional service.”
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Perspective
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Green Castle Financial Planning
Wealth Management, Taxation, Mortgages
“Having been with a Financial Advisor for many years I have now moved to Green Castle. I can honestly say that Ben has been the most professional and approachable Financial Advisor to my husband and I. Thank you once again Ben.”
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Sleekstone Private Clients
“Have been with SJP for many years, but first visit to this office. Mark was very friendly and knowledgeable. He answered questions we had and helped us to understand what we required and had up to date information and statistics about our funds. A ve...”
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Derwen Financial Planning
“Staff at Llety Cynin were very impressed with the visit from Glyn Thomas. He answered questions about their workplace pensions and provided advice for the long term.”
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Hartey Wealth Management
Second Opinion Service, Protection, Retirement Planning
“Very professional & friendly service - regularly kept up to date on the current market”
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I R P Wealth Planning
“Having spoken to Osian about the need for Life Cover, He took into consideration my lifestyle, my budget, and history of possible illnesses and quickly found the right plan for me personally. After a 30 minute chat, we were done.
One thing I found...”
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Fielding Financial Services
“Very good”
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Red Dot
Retirement Planning, Insurance, Investments
“Great people, great service, Dyfed is a top bloke.”
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Beacon IFA
equity Release, savings & Investments, mortgages
“10+ local advisers covering pensions, investments, mortgages etc”
Retirement Planning and Investment Management Services in Aberystwyth Cost Estimates
Minimum cost
£1142
Maximum cost
£9701
National Average
£3424
Avg Per Hour Rates
£344
£2283
£6278
Typical price range is based on
300 cost profiles
Why these companies made our list
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