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Best Financial Advisors in Barry

The highest-rated Financial Planning & Wealth Management companies out of 63 vetted & reviewed in the Barry area.

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Young Mortgage and Protection

Young Mortgage and Protection

(16)
  • Professionalism
  • Knowledge
  • Home
“Excellent service!!! Paula and Olivia kept us informed all the way throughout the process. We didn't have to lift a finger, this was a massive relief as first time buyers. We found the house on the 14th of September and completed to move in on the...”
Family Business
30+ Years Experience
Emergency Services
38 Romilly Park Rd, Barry CF62 6RR
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Abacus Associates Financial Services

Abacus Associates Financial Services

(7)
Retirement and Pensions, Small Business and Self-Employed, Family Matters
“Local Award Winning, Financial and Pension experts, offering free initial consultations on all aspects including Wills and POA's. Highly recommended 😊 …”
115a Park Cres, Barry CF62 6HE
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Estate Planning Partnership

Estate Planning Partnership

“Few of us enjoy discussing, or even thinking about, the day we are no longer around. However, more and more of our clients are now coming to realise that planning and paying for their funeral arrangements in advance makes perfect sense.”
5 Windsor Rd, Barry CF62 7AW
FAQs
What does a will do?
It lets you decide what happens to any property, money, and personal possessions. It also allows you to name the person or people who would care for any children under 18 if you have them.
Do I need a Will?
There is no legal requirement to have a will. But if you do not have a will you do not have a personal choice. The law then decides what happens to your assets and children under 18 if you have them.
Does my LPA need to be registered?
Yes. Before it can be used it must be registered with the Office of the Public Guardian. It is advisable to register your LPA straight away. There is a charge to register.
What happens when I die?
As a plan holder, you will receive a membership pack containing contact details for your funeral director. When the time comes your family simply contacts the funeral director and quotes your plan number. The funeral director will then take care of all the arrangements.
What happens if I die before I have made all of my payments?
This will depend on the type of payment method you have chosen. In most cases, the balance will be requested from your estate so your funeral can still be carried out.
This information can be found on the FAQ page on our website.
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Chris Price Financial Consultancy

Chris Price Financial Consultancy

“This is to recognise work which you have recently done for a mutual client. Firstly, you referred the client in the first place. After a month or so had elapsed this client informed me that he had been diagnosed with motor neurone disease. At the tim...”
Unit 12, Atlantic Trading Estate, Barry CF63 3AA
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M Raza & Co Accountant Cardiff

M Raza & Co Accountant Cardiff

(50)
Payroll, Pension Auto Enrolment, Company Secretarial
“Amazing service! Faraz is very patient, knowledgable, professional and friendly. He's helped bring our accounts up to date and fixed some errors on our books, and offered excellent advice for our future relationship. Highly recommended!”
Free Initial Consultation
Serving Barry Area
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Kingsley Wealth Management

Kingsley Wealth Management

(50)
Advice For Businesses, Inheritance Tax & Estate Planning, Personal Insurance
“I have had Gavin as my financial advisor for the last eighteen months.I have found him to be very professional , reliable and knowledgeable in all all areas.I would have no hesitation in recommending him to future clients.A very pleasant chap.”
Free Initial Consultation
Newport Market, High St, Newport NP20 1FX
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Ramsay & White

Ramsay & White

(50)
  • Questions
  • Residential
  • Emerald
“A very big thanks to Paul and Jordan at Ramsey & White. These guys provide an excellent service. Very professional and always available to answer questions or give advice. If you are looking for investment property finance then look no further....”
In Business Since 2018
Ground Floor 5, Oaktree House, Pontprennau, Cardiff CF23 8RS
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Premier Financial Solutions - Cardiff Financial Advice

Premier Financial Solutions - Cardiff Financial Advice

(50)
  • Family
  • Turbulent
  • Solicitors
“Andy Gardner was very, very helpful and forthcoming throughout a remortgaging process made complicated by a rapidly changing market. I would happily work with Andy in future and would wholeheartedly recommend others do so too.”
372 North Rd, Cardiff CF14 3PB
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Thorne Segar

Thorne Segar

(45)
Residential Conveyancing, Care Home Contract & Fees Advice, Settlement Agreements
“They were superb and very patient whilst we were drafting our Wills. Everything was explained in detail, all questions answered clearly. totaaly understood our position. Highly recommend. Positive Responsiveness, Quality, Professionalism, Value”
125+ Years Experience
Transparent Fees & Pricing
Serving Barry Area
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RWB Wealth

RWB Wealth

(32)
Corporate Advice, Other Services, Investing
“RWB helped me with my pensions and investments. They streamlined everything for me and made my finances easier to manage. Thank you RWB Wealth! Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2019
Transparent Fees & Pricing
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Heron House Financial Management

Heron House Financial Management

(28)
Ethical Investment, Personal Injury, Inheritance Tax & Estate Planning
“Nothing but good things to say. Phone calls answered promptly and information requested very clear. They are extremely helpful and nothing too much trouble.”
Transparent Fees & Pricing
Heron House, 1 Bryngwyn Rd, Newport NP20 4JS
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Harvey Bowes Financial Services

Harvey Bowes Financial Services

(35)
  • Finance
  • Buy to Let
  • Solicitors
“Harvey bowes team has exceeded my expectations….Furthermore Howard has gone above and beyond more than I have ever expected…..if anyone is looking for a help in property / business this team is can definitely prevail”
In Business Since 2006
7 Bridge St, Baneswell, Newport NP20 4AN
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Hartley Ross

Hartley Ross

(27)
  • Decisions
  • Outcome
  • Risk
“No hesitation recommending Dan and Hartley Ross LLP. Professional and efficient, I see him as a trusted advisor and a key part of my financial planning. Positive Responsiveness, Professionalism”
In Business Since 2016
Transparent Fees & Pricing
15 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Sanctuary Chartered Financial Planners

Sanctuary Chartered Financial Planners

(21)
Life Insurance & Protection, Wills, Inheritance Tax Planning
“Top service from Gareth and Clare assisting with our mortgage when we were buying our first home. They advised us as to what products would be best for us based on our current situation and future plans. Communication was great and overall we had a g...”
Free Initial Consultation
5 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ
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Walter Hunter & Co

Walter Hunter & Co

(20)
Board Mentoring and Training, External Audit and Risk Assurance, Pension Scheme
“Thanks to all at Walter Hunter, especially Jonathan and Margaret, you have been a big help to me since starting up my business, I appreciate all the good advice you have given, and for the friendly and professional manner in which you have always bee...”
In Business Since 2012
24 Bridge St, Baneswell, Newport NP20 4SF
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Ellis Lloyd Jones

Ellis Lloyd Jones

(16)
VAT, Tax Planning, Self-Assessment
“Ellis Lloyd Jones have been my accountants for over 20 years. They have always provided a highly professional service. They are excellent communicators and are always willing to go the extra mile in customer service to solve any queries that I have.”
Family Business
11 Park Square, Newport NP20 4EL
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Buzz Financial

Buzz Financial

(23)
  • Questions
  • Expertise
  • Communication
“I've recently have used the services of Tony Comport at Brookfield Finance, for my Buy to Let Mortgage. Top standard service thank you very much. Fiona Hunt”
209 Milton Rd, Milton, Weston-super-Mare BS22 8EG
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Invest Southwest Independent Financial Advisers

Invest Southwest Independent Financial Advisers

(17)
Investment Advice, IHT Planning, Mortgage Advice
“Matthew has been looking after my pension for many years, enhancing its potential. I have hit some difficult times over the past few years and his financial advice has been invaluable and extremely informative, keeping me positive and enthusiastic f...”
In Business Since 2012
The Hive, 6 Beaufighter Rd, Weston-super-Mare BS24 7DH
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Accounted For

Accounted For

(16)
Bespoke Quote Builder
“I met Leanne 10 years ago when she was just starting up and her service then was just as good as it is now. They have impeccable standards, knowledge and service. They also have extensive knowledge of property, so for me, this is an added bonus. I hi...”
River Bridge Business Centre, Rhymney River Bridge Rd, Cardiff CF23 9FP
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Gregory Davies Wealth Management

Gregory Davies Wealth Management

(14)
Estate Planning, Business, Insurance
“Anton provided excellent help and knowledge relating to a mortgage, he explained complex details and provided clear and understandable communication throughout the process. I would highly recommend using Gregory Wealth Management Ltd and the high qua...”
Serving Barry Area
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Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(26)
  • Understanding
  • Goals
  • Conversation
“I couldn't speak more highly of Ross, he's the kind of financial advisor that truly cares and is so easy to talk to. Not only is my money in smart and capable hands, but I'm learning so much and he makes planning for my future a breeze. Highly recomm...”
In Business Since 2017
25 The Rise, Llanishen, Cardiff CF14 0RB
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Watermark Wealth Management Limited

Watermark Wealth Management Limited

(18)
How Do We Add Value?, Trustees, Attorneys & Court Appointed Deputies, Individuals
“I always find it a positive experience when I contact Watermark. The phone is always answered promptly with a cheerful greeting, this makes me feel valued as a customer. My questions are always answered leaving me assured that my wishes will be deal...”
In Business Since 2019
Serving Barry Area
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TD Financial

TD Financial

(15)
  • Market
  • Question
  • Financial Advice
“Vicky helped us with our first mortgage application and was amazing from start to finish. Really good, quick communication, nothing was too much bother and no question was a silly question. She made the whole process so much less stressful for us and...”
James William House, 9 Museum Pl, Cardiff CF10 3BD
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Magenta Financial Planning

Magenta Financial Planning

(13)
  • Number
“As a family we have been using the services of Magenta Financial Planning for a number of years. Previously I had managed my own financial affairs, but found it increasingly complex and time consuming. So it has been great to be able to find a servic...”
In Business Since 2016
Serving Barry Area
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Retirement Planning and Investment Management Services in Barry Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on 530 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Typical range $2007 to $5519 is based on 530 cost profiles.

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