Best Financial Advisors in Merthyr Tydfil

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Merthyr Tydfil area.

Gcfc : Financial Advisors

Gcfc : Financial Advisors

(5)
Investment Planning and Savings, Retirement Planning, Insurance
“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
i
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
i
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.”
In Business Since 2023
Transparent Fees & Pricing
Triangle Business Park Rd, Pentrebach, Merthyr Tydfil CF48 4TQ
i
Vision Financial Advisers

Vision Financial Advisers

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

Ramsay & White

(50)
  • Property
  • Professional
  • Residential
“Dealt with Alec - who was incredible through the whole process. Securing the finances and supporting us in getting the property over the line. He provided nothing less than 5 star and I look forward to continuing the journey in future with him.”
In Business Since 2018
Ground Floor 5, Oaktree House, Pontprennau, Cardiff CF23 8RS
i
Thomas Davies Financial Planning

Thomas Davies Financial Planning

(16)
  • The Future
  • Pension
  • Home
“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
i
RWB Wealth

RWB Wealth

(32)
Mortgages, Pensions, Other Services
“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
i
Gregory Davies Wealth Management

Gregory Davies Wealth Management

(14)
Pensions, Mortgages, Business
“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
i
Ross Mitchell Wealth Management

Ross Mitchell Wealth Management

(26)
  • Pension
  • Meeting
  • Goals
“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
i
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
i
Thomas Carroll Group PLC

Thomas Carroll Group PLC

(2)
Corporate and International Insurance Risks, Financial Planning For Business Owners and Directors, Employment Law and HR
“A very professional organisation would recommend to any business requiring insurance. Positive Responsiveness, Professionalism”
Serving Merthyr Tydfil Area
i
Medical & Professional Investment

Medical & Professional Investment

(8)
Life Assurance, Income Protection Cover, Investments
“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
i
Williams Ross

Williams Ross

(1)
Compliance, Business Growth, 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
i
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
i
Nugenis Financial Planning

Nugenis Financial Planning

Financial Planning, How We Work
“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
i
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
i
Protego Consult Free Wills & Estate Planning

Protego Consult Free Wills & Estate Planning

(3)
“Very professional, very helpful and explained everything so well! Nothing was to much trouble and nothing was ever forced pleasure to have gone with Protego for mine and my wife's Wills”
8 Clytha Park Rd, Newport NP20 4PB
i
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
i
TT Wealth - Financial Advisor in Pontyclun

TT Wealth - Financial Advisor in Pontyclun

(6)
Estate Planning, Pension Specialist, Budget Planner
“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
i
Gabb & Co

Gabb & Co

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

Kilsby Williams

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

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 291 cost profiles
Click to copy
Successfully copied!
Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 291 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top