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

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  • 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
    148
    £100k+
    Can help with
    Financial planning

  • Continuum

    Cwmbran central
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 18 years.
    95
    £50k+
    Can help with
    Pensions & retirement

  • Shaun Hiscox - Castra Financial

    Langstone
    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.
    287
    £0+
    Can help with
    Pensions & retirement
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  • Castra Financial

    Llanrumney
    FCA verified
    67
    £0+
    Can help with
    Pensions & retirement

  • Continuum

    Crosskeys
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 18 years.
    95
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Caldicot
    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

  • Flying Colours

    Crosskeys
    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.
    17169
    £100k+
    Can help with
    Pensions & retirement

  • Castra Financial

    Caldicot
    FCA verified
    67
    £0+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Pontprennau
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    226
    £100k+
    Can help with
    Pensions & retirement

  • 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

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.