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

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  • 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

  • Hexagon Wealth Limited

    Barry
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    197
    £100k+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning Ltd

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

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

  • Paul Taylor - Positive Solutions

    Adamsdown
    FCA verified
    More than 25 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    100
    £50k+
    Can help with
    Pensions & retirement

  • EST

    Cathays
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    43
    £50k+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Llanishen
    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

  • Attivo

    Cyncoed
    FCA verified
    Attivo takes a Life Plan First approach to financial planning, working with you to uncover What Matters Most to you in your lives today and for the future. We’re here to listen, to understand what you want out of your life.
    148
    £100k+
    Can help with
    Financial planning

  • UNIQ Family Wealth

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

  • Imperial Chartered

    Whitchurch
    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

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.