Merthyr Tydfil

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Merthyr Tydfil
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Best Financial Advisors in Merthyr Tydfil

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

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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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Vision Financial Advisers

Vision Financial Advisers

Merthyr Tydfil Industrial Park, Pentrebach, Merthyr Tydfil CF48 4DR
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Ramsay & White

Ramsay & White

(50)
  • Property
  • Future
  • Company
“Ramsey and white have done me quite a few mortgages approx 11 Purchases hopefully completing 5 more in the near future . In addition a further 6 remortgages all in the last year and half . I just feel the need to state my appreciation and love for ...”
In Business Since 2018
Ground Floor 5, Oaktree House, Pontprennau, Cardiff CF23 8RS
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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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Gregory Davies Wealth Management

Gregory Davies Wealth Management

(14)
Pensions, Insurance, Mortgages
“I recently had the pleasure of working with Anton for my mortgage needs, and I can't recommend him highly enough. From start to finish, Anton provided exceptional service, making the entire process smooth and stress-free. Anton's knowledge of the ...”
Serving Merthyr Tydfil Area
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Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(26)
  • Pension
  • Personal Financial
  • Consolidation
“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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Medical & Professional Investment

Medical & Professional Investment

(8)
Life Assurance, Locum Insurance, Savings
“We have nothing but compliments for Mark Hopley and the Doctor Mortgages Online team. He took the time to really understand our complex cirumstances and then drew up a comprehensive list of potential mortgages. We were guided through the entire proce...”
Free Initial Consultation
Serving Merthyr Tydfil Area
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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. Positive Responsiveness, Professionalism”
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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Nugenis Financial Planning

Nugenis Financial Planning

Financial Planning, How We Work
5, Oak Tree Court Mulberry Drive, Cardiff Gate Business Park, Pontprennau, Cardiff CF23 8RS
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Pure Wealth Management

Pure Wealth Management

Transparent Fees & Pricing
Kimberley House, Ty-Glas Ave, Llanishen, Cardiff CF14 5DX
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Thomas Davies Financial Planning

Thomas Davies Financial Planning

(16)
  • The Future
  • 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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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.”
Serving Merthyr Tydfil Area
Featured

Ensure you and your family have a secure financial future with professional financial planning advice by experts at TT Wealth. We offer tailored financial advice on how to prepare for financial situations in future. Our experts listen to your requirements and come up with a number of solutions. Call now!

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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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Blackstone Partners

Blackstone Partners

(2)
“When seeking financial advice, one needs to know that your advisor is fully on top of the complex rules around tax and pensions, and you need them to be open, honest and transparent. I was lucky enough to receive advice from Gareth at Blackstone Par...”
In Business Since 2009
A, 2 Ty-Nant Ct, Morganstown, Cardiff CF15 8LW
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Solosy Wealth Management

Solosy Wealth Management

(2)
“I have been very impressed with our interactions with Solosy Wealth Management. John and his team are committed to providing a high level of care and personalised service whenever you need them. The attention and engagement from the team has been ex...”
Sherborne House, Sherborne Ave, Cardiff CF23 6SA
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IWM Wealth Management Limited

IWM Wealth Management Limited

(7)
  • Coffee
“Firstly, the staff at iwm are extremely polite and courteous. They are clearly focused and client driven. Absolute pleasure to deal with. Highly recommend them. Also they make a lovely cup of coffee...”
Serving Merthyr Tydfil Area
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Wilcox Financial Planning

Wilcox Financial Planning

(1)
“Gerwyn has been our financial adviser for at least 15 years, he has always given us sound advice regarding mortgages, pensions and investments. He is friendly, professional and explains things in an easy to understand way.”
Serving Merthyr Tydfil Area
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Churchill Wealth Management

Churchill Wealth Management

(3)
  • Pension
“I contacted Churchill Wealth Management Bridgend recently as I needed some help with my pensions and investments. I found them to be helpful, courteous and very knowledgeable and appreciate the help and advice received. Highly recommend them fo...”
Serving Merthyr Tydfil Area
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Mollam Wealth Management

Mollam Wealth Management

(5)
  • Pensions
“After meeting Paul, I decided that I really needed to have an up-to-date review of my Pensions. Realising I should be having an annual review with my existing Pension provider. It made sense to ask Paul to go through my Pensions and seek advice on t...”
Serving Merthyr Tydfil Area
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Moorland Mayfair Wealth Management

Moorland Mayfair Wealth Management

(5)
“All my Pension, Life Insurance and Will & Testament all sorted. Highly professional with an excellent well managed team. Highly recommend to anyone looking for the best.”
The Maltings, E Tyndall St, Pontprennau, Cardiff CF24 5EA
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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.

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Wealth Management Advisors near Merthyr Tydfil

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