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

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  • 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

  • EST

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

  • Attivo

    Llandaff
    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
    143
    £100k+
    Can help with
    Financial planning
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  • Attivo

    Adamsdown
    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
    143
    £100k+
    Can help with
    Financial planning

  • 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.
    1405
    £150k+
    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

  • Romilly Associates IFA Limited

    Penarth
    FCA verified
    A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
    87
    £0+
    Can help with
    Pensions & retirement

  • Nugenis Financial Planning

    Llanishen
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    17
    £150k+
    Can help with
    Pensions & retirement

  • UNIQ Family Wealth

    Trowbridge
    FCA verified
    Financial Planning you can trust; today, tomorrow and for the future.
    169
    £100k+
    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

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.