Best Financial Advisors in Merthyr Tydfil

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Merthyr Tydfil area.

Gcfc : Financial Advisors

Gcfc : Financial Advisors

(5)
Investment Planning and Savings, Inheritance Tax Planning, Retirement Planning
“I would like to share my own experience of GCFC financial advisors , trustworthy, absolute professionalism , 100% reliability excellent five star service are just a few of the words I would use to describe GCFC financial advisors, from start to finis...”
In Business Since 2013
5 Elwyn Dr, Merthyr Tydfil CF47 0NJ
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Gwyn-May Financial Advisors

Gwyn-May Financial Advisors

(3)
“We rate this as a 50 STAR! Excellent - Swift - Profitable We are property developers, therefore most of our loans are buy-to-let. After only two meetings with Anthony, he has saved us a LOT OF MONEY per month. We are extremely grateful. He's taken j...”
Free Initial Consultation
45 Victoria St, Dowlais, Merthyr Tydfil CF48 3RW
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First Option

First Option

(1)
“First class service. I totally appreciate all of first options help and effort in solving my pension issues. Friendly, helpful and a passion for getting the right results. I am not the brightest button in the box when it comes to dealing with my inve...”
55 Merthyr Rd, Cardiff CF15 7LG
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Vision Financial Advisers

Vision Financial Advisers

Merthyr Tydfil Industrial Park, Pentrebach, Merthyr Tydfil CF48 4DR
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RWB Wealth

RWB Wealth

(32)
Mortgages, Investing, Pensions
“Chris and Geoff at RWB wealth are nothing short of OUTSTANDING. After trawling through countless mortgage brokers I finally found these amazing guys who found us a mortgage - and by that I mean a mortgage for the unmortgageable (or so I thought)! ...”
In Business Since 2019
Transparent Fees & Pricing
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(24)
  • Pension
  • Financial Planning
  • Meeting
“We Met Ross after looking on the internet for someone local . We had a short conversation about some of our future financial plans over the phone. Ross immediately put me at ease. Just saying he can help . Ross came to the house and met with myself...”
In Business Since 2017
25 The Rise, Llanishen, Cardiff CF14 0RB
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Chris Eames IFA

Chris Eames IFA

(12)
  • Mortgage
  • Buy to Let
“Having read Chris's positive reviews on line, I approached him for some advise on the possibility of raising some funds on a buy to let. From start to finish Chris was very thorough, detailed and helpful. He always kept me updated with developments ...”
In Business Since 1995
2 Lon-Y-Brynnau, Cwmdare, Aberdare CF44 8PU
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Abram Partnership

Abram Partnership

(7)
Investments, Protection, Retirement Planning
“Thank you to Chris from Abram Partnership Ltd - Bristol for helping me set up my health insurance. Chris was efficient and made sure that all of my health conditions were listed but underwritten so I can return after 5 years with a problem if I ne...”
In Business Since 2005
41 Avonridge, Llanishen, Cardiff CF14 9AU
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Gregory Davies Wealth Management

Gregory Davies Wealth Management

(6)
Pensions, Insurance, Mortgages
“Dealt with Anton, could not recommend enough. Anton was down to earth and helped me find a great deal even with my employment issues with being a contractor where other mortgage advisers just closed the door on me. Anton kept me up to date regularly ...”
Serving Merthyr Tydfil Area
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Medical & Professional Investment

Medical & Professional Investment

(8)
Life Assurance, Locum Insurance, Savings
“Mark has been fantastic in helping me to secure my mortgage whereby I completed the purchase of a house recently. He is very knowledgeable and helpful and always available to offer advice as gaining the mortgage was not plain sailing as several obsta...”
In Business Since 2011
Free Initial Consultation
Serving Merthyr Tydfil Area
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Carlson Wealth Management

Carlson Wealth Management

(5)
“I have known Steve Carlson for some years now and have also worked with him previously. His knowledge of the financial sector is second to none and his proactive approach is refreshing. In just a short period, he has already suggested ways of making ...”
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Thomas Carroll Group PLC

Thomas Carroll Group PLC

(2)
Corporate and International Insurance Risks, Employee Benefits, Financial Planning For Business Owners and Directors
“A very professional organisation would recommend to any business requiring insurance.”
Serving Merthyr Tydfil Area
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Williams Ross

Williams Ross

(1)
Compliance, Back, Back
“I have a small business and have used this company for around 15 years. Currently Harriet Kemp deals with all my tax matters and is always knowledgeable, hugely helpful and efficient and has sorted out endless minor issues with providing figures for ...”
Ynys Bridge Court, Gwaelod-y-garth, Cardiff CF15 9SS
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Pure Wealth Management

Pure Wealth Management

“Before I met with Pure Wealth I had 4 separate pensions with 3 different providers. I had no idea if my pensions were performing well, if the fees being charged were competitive or if I would have enough money for my retirement. I started my pension ...”
Transparent Fees & Pricing
Kimberley House, Ty-Glas Ave, Llanishen, Cardiff CF14 5DX
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Nugenis Financial Planning Limited

Nugenis Financial Planning Limited

Financial Planning, How We Work
“We will determine the asset allocation of your portfolio, considering which global markets you might be invested in and what proportions you hold in shares, bonds and other assets. We also listen to any specific investment choices that you wish to ma...”
5, Oak Tree Court Mulberry Drive, Cardiff Gate Business Park, Pontprennau, Cardiff CF23 8RS
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Picton Jones Independent Financial Services

Picton Jones Independent Financial Services

(4)
“Dean was so helpful throughout the whole process of us purchasing a house. He made a stressful situation easy for us and could not be more grateful. He was with us from start to finish and even managed to get us a lower interest rate after our offer ...”
Moy Rd, Taff's Well, Cardiff CF15 7QR
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Thomas Davies Financial Planning

Thomas Davies Financial Planning

(13)
  • Mortgage
  • Financial Advisor
  • Pension
“I admit to once being someone who thought I couldn't afford a financial planner/advisor - but now I realise how wrong I was and how much I misunderstood! My experience with Thomas Davies Financial Planning hasn't been a service, it's been more like ...”
Offers Financing Options
Serving Merthyr Tydfil Area
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Mulberry Wealth Management

Mulberry Wealth Management

(1)
“Made the most of my savings and investments, very transparent and my annual return was much higher than I was getting before”
370 Cyncoed Rd, Cardiff CF23 6SA
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Secured Loans Cardiff

Secured Loans Cardiff

“1. Charles Frank Finance Ltd (FRN: 624668, Company no. 07791769), must not, without prior written consent of the Financial Conduct Authority (FCA), advise on or arrange any new second charge regulated mortgage contracts.”
89 Cardiff Rd, Taff's Well, Cardiff CF15 7PL
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TT Wealth - Financial Advisor in Pontyclun

TT Wealth - Financial Advisor in Pontyclun

(6)
Estate Planning, Pension Calculator, Retirement Cash Flow
“Tony came highly recommended by an ex colleague of his,and I can honestly say everything he Said was true. He responded to my situation quickly, and was clear and helpful in his explanation of his solutions.”
In Business Since 2019
Serving Merthyr Tydfil Area
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Gabb & Co

Gabb & Co

(1)
“Did a great job of conveyancing when I bought my house.”
Transparent Fees & Pricing
Serving Merthyr Tydfil Area
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Amifa Limited

Amifa Limited

(5)
“Have had brilliant service for many years. Always have work done efficiently and punctually at a great price. Very helpful every time I call. Many thanks!”
Serving Merthyr Tydfil Area
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Kilsby Williams

Kilsby Williams

(4)
“Fantastic service and attention to all my financial affairs. Highly recommend.”
In Business Since 2000
Serving Merthyr Tydfil Area
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Luna Financial Planning

Luna Financial Planning

(5)
“I spoke to Ciaran to review the insurance I was sold with my mortgage. Ciaran explained the different types of protection policies available, and sourced me a better level of cover at a cheaper price. I would highly recommend him to anybody looking f...”
4 North Rd, Pontywaun, Newport NP11 7GA
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Retirement Planning and Investment Management Services in Merthyr Tydfil Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 446 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 446 cost profiles.

Why these companies made our list

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