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Young Mortgage and Protection

(13)

Team

“I can't thank Paula and YMP enough for the fantastic service they provided. Kept me up to date along the whole process of buying my first home and delivered on an excellent rate for me and my partner. I would recommend them to any one who is looking ...”

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Quadrant Financial Associates

(7)

“Local Award Winning, Financial and Pension experts, offering free initial consultations on all aspects including Wills and POA's. Highly recommended 😊 …”

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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.”

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

“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...”

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M Raza & Co Accountant Cardiff

(50)

Payroll, Pension Auto Enrolment, Company Secretarial

“Faraz has been absolutely amazing with us!! I highly recommend this company to anyone who is looking for a good, professional accountant that offers great advice. Couldn't have made a better decision!!”

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Kingsley Wealth Management

(50)

Advice For Businesses, Inheritance Tax & Estate Planning, Personal Insurance

“Amazing service from Angela! Thank you so very much for saving us a small fortune on our remortgage. I'm so glad we came to you and have already passed on your details to multiple colleagues at work. I won't go anywhere else next time!”

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Premier Financial Solutions - Cardiff Financial Advice

(50)

Business
Stress
Jargon

“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.”

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Hutton's Law

(10)

Wills, Probate & Wealth Management, Crime & Regulatory, Medical & Personal Injury

“Friendly approachable and straightforward to deal with.”

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Rockwealth Cardiff IFA

(6)

“Mat Millard (Cardiff Branch) has been very helpful and professional in the dealings i have had with him. He breaks every thing down to an understandable level and is clear and concise in his delivery.”

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Thorne Segar

(43)

Residential Conveyancing, Care Home Contract & Fees Advice, Settlement Agreements

“Efficient, helpful, thoroughly professional service. Personal contact easy. Original fee basis kept to. We were well satisfied with Thorne-Segar's dealing with our wills and selling and buying houses.”

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RWB Wealth

(32)

Corporate Advice, Other Services, Investing

“Having had problems in obtaining good advice, I eventually found a company that gave impartial advice without costing the earth. I will defiantly be using Chris and Geoff from now on.”

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Heron House Financial Management

(28)

Ethical Investment, Personal Injury, Inheritance Tax & Estate Planning

“Heron House have been very helpful sorting out and advising on my financial affairs. I would recommend them to anyone who wants feel confident about the management of their finances and planning for their future.”

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Hartley Ross

(25)

Understanding
Family
Decisions

“Very impressed with Dan's professionalism and would recommend him whole-heartedly. He explains complex issues clearly, and tailors his services to our individual requirements.”

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Sanctuary Chartered Financial Planners

(19)

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...”

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Harvey Bowes Financial Services

(26)

Finance
Communication
House

“Always really happy and grateful for the white glove service from Harvey Bowes. Both Howard and Jo are fast, diligent, responsive and proactive in getting our deals over the line. Thank you!!”

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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.”

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Brookfield Finance

(23)

Financial
Communication
Professional

“There were a number of challenges with our application (such as a big age difference between us), but Tony persevered on our behalf, responded patiently to our many questions and secured a good deal for us. Thank you, Tony!”

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Accounted For

(13)

Bespoke Quote Builder

“We have been using accounted for since 2008 and the service they provide is outstanding, I would highly recommend them. We just get on with our everyday business activities and leave all the paperwork to accounted for”

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Walter Hunter & Co

(17)

Board Mentoring and Training, External Audit and Risk Assurance, Pension Scheme

“I have worker with Walter Hunter and Jonathan Rhodes for many years with many charities. The company is highly experienced in many fields including the charity sector. It is responsive and always professional and ranks as a source of advise and servi...”

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Invest Southwest Independent Financial Advisers

(16)

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...”

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Penguin Wealth Planners

(14)

Investment
Pensions
Team

“I've worked with Olly for about 8 years now and I can honestly say he's the most straight forward, plain speaking IFA I've dealt with. There has never been a time when he's 'over egged' or over promised. Clear, simple, informative communications ad...”

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Future Asset Management

(21)

Inheritance Tax Planning, Retirement Planning, Equity Release

“Fantastic service and Tim really went out of his way putting in lots of effort to get us the best deal possible. We are really grateful for his work, Danny and Levi”

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Watermark Wealth Management Limited

(17)

How Do We Add Value?, Trustees, Attorneys & Court Appointed Deputies, Individuals

“From the start, James at Watermark was professional, informative and very clear with our options for life insurance, making it easier for us to understand. He was thorough, diligent and communicated with us really well. He actively searched for the b...”

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Salamon & Co Accountancy Services Limited

(11)

VAT Returns, Auto Enrolment, Self Assessment

“Leesha saved me from sleepless nights when she took over my accounts! So reassuring to be able to ask lots of questions - she is very patient with someone who hates numbers and paperwork!”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Barry

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

Young Mortgage and Protection

Quadrant Financial Associates

Estate Planning Partnership

Chris Price Financial Consultancy

M Raza & Co Accountant Cardiff

Kingsley Wealth Management

Premier Financial Solutions - Cardiff Financial Advice

Hutton's Law

Rockwealth Cardiff IFA

Thorne Segar

RWB Wealth

Heron House Financial Management

Hartley Ross

Sanctuary Chartered Financial Planners

Harvey Bowes Financial Services

Ellis Lloyd Jones

Brookfield Finance

Accounted For

Walter Hunter & Co

Invest Southwest Independent Financial Advisers

Penguin Wealth Planners

Future Asset Management

Watermark Wealth Management Limited

Salamon & Co Accountancy Services Limited

Retirement Planning and Investment Management Services in Barry Cost Estimates

Why these companies made our list

Wealth Management Advisors near Barry