2019 Guide To The UK's Top Rated Financial Advisers

WALES: TOP RATED FINANCIAL ADVISERS

These financial advisers have received the highest volume of positive 2018 client reviews on VouchedFor.co.uk, the ratings site for financial and legal professionals. As well as being endorsed by more than ten clients, each adviser is a fully verified member of VouchedFor, which means they have been checked against the Financial Conduct Authority Register as well as undergoing several other checks and ongoing monitoring.

NAME FIRM REVIEWS STATUS LOCATION FEES PUBLISHED LINK
John PhillipsAbacus Associates12IAbergavennyNView Profile
Andrew TuckerFinancial Planning Solutions 59IAbergavennyYView Profile
Laurence MurphyWealthmasters 31IAmmanfordNView Profile
Lindsey AdamsQuadrant 50IBarryNView Profile
Daniel HowlsVision 49IBlackwoodNView Profile
Richard BaronSterling Welsh 23IBridgendYView Profile
Tom SpearVision 24IBridgendYView Profile
Tony ThomasWealthmasters 42IBridgendYView Profile
John WallsWealthmasters 15IBridgendNView Profile
Paul PreedyCharles Derby12RCaldicotNView Profile
Paul TaylorPositive Solutions26ICaldicotNView Profile
Bob WindustFirst Option103ICardiffYView Profile
Sian ThomasHargreaves Lansdown13RCardiffYView Profile
Daniel RossHartley Ross31ICardiffYView Profile
Richard CoxHMC Holistic 23RCardiffNView Profile
Adam DeaconHodge Bakshi Wealth12ICardiffNView Profile
Alex O'NeillMoorland Mayfair 10ICardiffYView Profile
Matthew De LloydMotus Financial Planning11RCardiffNView Profile
Adrian JamesMulberry Wealth Management 14ICardiffNView Profile
Aled PhillipsNiche Sport and Finance 84ICardiffYView Profile
Neil MuirNTM Financial Services 46ICardiffNView Profile
Tom PalmerNTM Financial Services 54ICardiffYView Profile
Marlene OutrimUniq Family Wealth19ICardiffNView Profile
Darren NathanWaverley Court Consulting 18ICardiffNView Profile
Philip JonesTrue Potential 23RCarmarthenYView Profile
Josh LewisIAM Financial10RChepstowNView Profile
Paul BoultonBoulton Financial Services72IConwyNView Profile
Kelly EastCharles Derby 22RNewportNView Profile
Alex PalmerMoorland Mayfair 50INewportNView Profile
Gavin KingsleySanctuary Financial Planning68INewportYView Profile
David StealeyRomilly Financial66IPenarthNView Profile
Richard LeeWindsor Financial Planning23RPenarthNView Profile
Neil JaundrellDNA Wealth25IPontypriddNView Profile
Martin BeazerSavvy Wealth Management87IPontypriddNView Profile
Philip HounsellAcumen Independent23ISwanseaNView Profile
David RoseSterling Walsh36ISwanseaYView Profile
Mark EvansTrue Potential 15RTreorchyYView Profile
 
KEY
STATUS
I: Independent financial adviser
FI: Focused independent financial adviser
R: Restricted financial adviser
FEES PUBLISHED
N: No, this adviser does not display their fees structure on VouchedFor.co.uk
Y: Yes, this adviser does display their fees structure on VouchedFor.co.uk

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