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

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  • David Davies – 2plan wealth management Ltd

    Carmarthen
    FCA verified
    We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
    122
    £0+
    Can help with
    Pensions & retirement

  • Flying Colours

    Langstone
    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

  • Ashley at TD Financial Ltd

    Llantrisant
    FCA verified
    Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you.
    28
    £100k+
    Can help with
    Pensions & retirement
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  • UNIQ Family Wealth

    Trowbridge
    FCA verified
    Financial Planning you can trust; today, tomorrow and for the future.
    170
    £100k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Penarth
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    244
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Tredegar
    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

  • Hexagon Wealth

    Llansamlet
    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

  • Beesure Financial Planning

    Newbridge
    FCA verified
    Invest yourself, Protect yourself, Bee yourself.
    242
    £50k+
    Can help with
    Pensions & retirement

  • Castra Financial

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

  • Gregory Davies Wealth Management

    Wick
    FCA verified
    Do you have old pensions that you don't understand or feel may be in need of a refresh? Are you unsure if you are saving enough for retirement or if you could retire early? We can help with a free Personal Pension Review....
    10
    £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.