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

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  • IAM Financial Planning Ltd - James Phillips

    Abergavenny
    FCA verified
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    < 10
    £0+
    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
    146
    £100k+
    Can help with
    Financial planning

  • IAM Financial Planning Ltd

    Monmouth
    FCA verified
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
    49
    £100k+
    Can help with
    Pensions & retirement
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  • Charterhouse Portfolio Management Ltd

    Ganarew
    FCA verified
    Chartered Independent Financial Planner. Impartial, bespoke financial planning and wealth management.
    14
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Stow hill
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27440
    £100k+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning Ltd

    St julians
    FCA verified
    Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
    56
    £0+
    Can help with
    Pensions & retirement

  • Windsor Financial Planning Ltd

    Cwmbran central
    FCA verified
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    47
    £100k+
    Can help with
    Pensions & retirement

  • Paul Brown -True Potential Wealth Management

    Caerleon
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    261
    £50k+
    Can help with
    Pensions & retirement

  • Shaun Hiscox - Castra Financial

    Magor and undy
    FCA verified
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    286
    £0+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Victoria
    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.
    512
    £50k+
    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.