Best Financial Advisors in Merthyr Tydfil

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Merthyr Tydfil area.

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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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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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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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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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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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
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)
  • 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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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
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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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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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Solosy Wealth Management

Solosy Wealth Management

(2)
“John Solosy and his team have helped us manage our finances since we returned to live in the UK and their support has been outstanding. We can highly recommend Solosy Wealth Management. Positive Responsiveness, Professionalism”
Sherborne House, Sherborne Ave, Cardiff CF23 6SA
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IWM Wealth Management Limited

IWM Wealth Management Limited

(7)
  • Coffee
“I am very satisfied with the work this company has done for me. I would rate them 5 Stars. Well done everyone for all your hard work.”
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
“Josh has been a great help over the years regarding my life cover and protection needs. Always on hand to offer further help especially as my circumstances have changed. Cheers for all your help mate!”
Serving Merthyr Tydfil Area
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Mollam Wealth Management

Mollam Wealth Management

(5)
  • Pensions
“Amazing experience working with Paul and getting some help with my finances. Paul clearly knows what he is talking about and very knowledgable with all things personal finance and I was happy with the advice I got and the plan I started to invest som...”
Serving Merthyr Tydfil Area
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Moorland Mayfair Wealth Management

Moorland Mayfair Wealth Management

(5)
“Kyle has an infectious enthusiasm and energy that is synonymous throughout the team. An impressive knowledge and expertise that cannot be rivaled. Highly recommended.”
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
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.

Why these companies made our list

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