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 43 vetted & reviewed in the Merthyr Tydfil area.

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Gcfc : Financial Advisors

Gcfc : Financial Advisors

(5)
Inheritance Tax Planning, Service Documents, Long Term Care Planning
“Wealth of knowledge with expert advice, help and is always on hand with a friendly kind manor a gentleman of advisors Positive Responsiveness, Quality, Professionalism”
In Business Since 2013
5 Elwyn Dr, Merthyr Tydfil CF47 0NJ
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Gwyn-May Financial Advisors

Gwyn-May Financial Advisors

(3)
“Fantastic speedy service at short notice. Very knowledgeable and good to do business with a local businessman Thank you once again Craig”
Free Initial Consultation
45 Victoria St, Dowlais, Merthyr Tydfil CF48 3RW
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Mitchell Associates

Mitchell Associates

(1)
“Excellent company ,always very helpful and good to deal with. If I get any problems they are always available to help me when I phone in. The office staff are nice and friendly and they keep everything running smoothly.”
Transparent Fees & Pricing
In Business Since 2023
Triangle Business Park Rd, Pentrebach, Merthyr Tydfil CF48 4TQ
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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)
  • Company
  • Investment
  • Emerald
“We did our mortgage and remortgage with Hannah Price, she was fantastic! She was very knowledgable and helped us find the best offers for us! I would definitely recommend her to anyone!”
In Business Since 2018
Ground Floor 5, Oaktree House, Pontprennau, Cardiff CF23 8RS
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Thomas Davies Financial Planning

Thomas Davies Financial Planning

(16)
  • Financial Advisor
  • Insurance
  • Confidence
“I literally can't recommend Thomas enough, his knowledge is absolutely incredible, he breaks everything down to get you to understand the whole process. He gives you complete trust and confidence in the whole process, TD has been helping me now the l...”
Offers Financing Options
Serving Merthyr Tydfil Area
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RWB Wealth

RWB Wealth

(32)
Investing, Corporate Advice, Other Services
“For professional financial advice and solutions, RWB Wealth have changed my life for the better, i would highly recommend this company for anyone or any business who requires financial advice. A caring, friendly approachable company, who went out ...”
Transparent Fees & Pricing
In Business Since 2019
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)
Insurance, Estate Planning, Business
“Very professional, friendly and knowledgeable organisation. Both Ronan and Anton work effectively and efficiently, providing the best products and services on the market and communicate clearly, so that the whole family understands everything. Highly...”
Serving Merthyr Tydfil Area
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Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(26)
  • Consolidation
  • Future
  • Conversation
“I contacted Ross to assist with setting up a private pension with the objective of "getting my ducks in order" before hitting my 40th. Ross is extremely knowledgeable, personal, friendly and an overall pleasure to work with. We openly discussed my fu...”
In Business Since 2017
25 The Rise, Llanishen, Cardiff CF14 0RB
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Chris Eames IFA

Chris Eames IFA

(12)
  • Buy to Let
  • Mortgage
“Chris has been nothing but fantastic in all aspects of our mortgage application. He has been extremely thorough, patient, supportive and helpful. There was nothing that was ever too much hassle for Chris and everything was dealt with so smoothly. I...”
In Business Since 1995
2 Lon-Y-Brynnau, Cwmdare, Aberdare CF44 8PU
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Thomas Carroll Group PLC

Thomas Carroll Group PLC

(2)
Employee Benefits, Health and Safety, Employment Law and HR
“A very professional organisation would recommend to any business requiring insurance. Positive Responsiveness, Professionalism”
Serving Merthyr Tydfil Area
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Medical & Professional Investment

Medical & Professional Investment

(8)
Savings, Building and Content Insurance, Inheritance Tax Planning
“Barry Jeans at Doctors Mortgages Online was an absolute godsend with our (first) house purchase last year. An experienced and reassuring presence for us throughout the process, he was patient, knowledgeable and easy to get along with. Will be calling...”
Free Initial Consultation
Serving Merthyr Tydfil Area
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Williams Ross

Williams Ross

(1)
Back, Medical Sector, Tax Services
“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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Carlson Wealth Management

Carlson Wealth Management

(5)
“Steve initially helped me out by evaluating and resolving some pension issues that I was concerned with. I thought I wasn't paying in enough and Steve showed me, through his analysis, that my pot was big enough. He helped me reinvest it in a better s...”
Regus House, Cardiff Gate Business Park, Malthouse Ave, Pontprennau, Cardiff CF23 8RU
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Nugenis Financial Planning

Nugenis Financial Planning

How We Work, Financial Planning
“Nugenis Financial Planning is a trading name of IWP Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority. FCA Reference 441359. Registered in the UK at Blythe Lea Barn, Mill Farm, Packington Park, Meriden, Coven...”
5, Oak Tree Court Mulberry Drive, Cardiff Gate Business Park, Pontprennau, Cardiff CF23 8RS
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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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Protego Consult Free Wills & Estate Planning

Protego Consult Free Wills & Estate Planning

(3)
“Excellent and informative service”
8 Clytha Park Rd, Newport NP20 4PB
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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)
Retirement Cash Flow, Savings Calculator, Wealth Management
“A very professional service provided by TT Wealth. Detailed and thorough advice given and I look forward to working with Tony again in the future.”
Serving Merthyr Tydfil Area
Featured

Tony's qualifications include Chartered Financial Adviser, G60 Pensions (CII), and a First-Class Honours degree in Enterprise. With an FCA Individual Number AXT00118, he is committed to providing independent financial advice to individuals, business owners, corporate entities, and trustees.

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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)
“Professional and inexpensive. Amifa has never let my company down. Thank you Jerry. Another excellent job done.”
Serving Merthyr Tydfil Area
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Kilsby Williams

Kilsby Williams

(4)
“Great accountants!”
In Business Since 2000
Serving Merthyr Tydfil Area
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Williams Lester Accountants - Ferndale

Williams Lester Accountants - Ferndale

“Williams Lester have looked after my company accounts and self-assessment, including rental income, for 5 years or more now. They are always prompt in completing the accounts and I feel that they have our best interest at heart and are good value. A ...”
Transparent Fees & Pricing
Serving Merthyr Tydfil Area
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Blackstone Partners

Blackstone Partners

(2)
“We had a very useful and productive face to face meeting with Gareth. He had an astute understanding of our finances and empathy with our particular concerns around future planning and safeguarding our family. He offered very sensible advice and set ...”
In Business Since 2009
A, 2 Ty-Nant Ct, Morganstown, Cardiff CF15 8LW
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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
Average price range is based on 515 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Average range $2007 to $5519 is based on 515 cost profiles.

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