Top 10 Independent (IFAs) & Restricted Financial Advisers in Cardiff

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  • Beesure Ltd

    Grangetown
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    230
    £50k+
    Can help with
    Pensions & retirement

  • Rogerstone IFA

    Rogerstone
    FCA verified
    My approach is straightforward. You tell me about your current situation and your financial objectives. We develop a practical plan designed to help you meet those objectives. I'm here to help you with jargon-free advice both now and in the future.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Purslow Jones Independent Financial Advisers

    Canton
    FCA verified
    Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.
    83
    £0+
    Can help with
    Pensions & retirement
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  • Flying Colours

    Cyncoed
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17231
    £100k+
    Can help with
    Pensions & retirement

  • Prosperity Wealth - Ciaran Reynolds

    Barry
    FCA verified
    Whether you require help buying a home, planning your retirement, saving for the future, or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
    63
    £50k+
    Can help with
    Pensions & retirement

  • NTM Financial Services Ltd

    Riverside
    FCA verified
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    86
    £100k+
    Can help with
    Pensions & retirement

  • Attivo

    Llanrumney
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    154
    £100k+
    Can help with
    Financial planning

  • 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.
    278
    £100k+
    Can help with
    Pensions & retirement

  • Hexagon Wealth Limited

    Rogerstone
    FCA verified
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    200
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Pentyrch
    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.
    1430
    £150k+
    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.