Top 10 Independent (IFAs) & Restricted Financial Advisers in Cymru Wales

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  • Kevin Robins - True Potential Wealth Management

    Canton
    FCA verified
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    279
    £100k+
    Can help with
    Pensions & retirement

  • Boulton Financial Services Ltd

    Rhos on sea
    FCA verified
    We offer a free initial consultation
    96
    £50k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Llanelli
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    520
    £50k+
    Can help with
    Pensions & retirement
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  • Hanson Financial Services

    Sealand
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    1050
    £50k+
    Can help with
    Pensions & retirement

  • Nugenis Financial Planning

    Llanishen
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    17
    £150k+
    Can help with
    Pensions & retirement

  • Mather and Murray Financial

    Llanrumney
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2277
    £50k+
    Can help with
    Pensions & retirement

  • Hexagon Wealth

    Gorseinon
    FCA verified
    Planning Financial Futures Since 2002 Our company has helped clients across South Wales plan their financial futures for nearly twenty years.
    24
    £0+
    Can help with
    Pensions & retirement

  • MJP Financial Planning - True Potential Wealth Management

    Rumney
    FCA verified
    Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.
    155
    £0+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Gurnos
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1444
    £150k+
    Can help with
    Pensions & retirement

  • Chester Financial Wealth Management Ltd

    Gresford
    FCA verified
    Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 30 years. Advising UK resident clients with a minimum of £100,000 in non-property assets.
    117
    £100k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.