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

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Total assets
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  • 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
    128
    £100k+
    Can help with
    Financial planning

  • Headway Wealth Limited

    Connahs quay
    FCA verified
    I am the Managing Director at Headway Wealth, a UK-based, FCA regulated financial planning and wealth management firm. We work with entrepreneurs and professionals who appreciate a straightforward, no-nonsense approach to their finances.
    17
    £150k+
    Can help with
    Pensions & retirement

  • Sam Hartley - True Potential Wealth Management

    Conwy
    FCA verified
    Experienced Financial Planner, with expertise in helping clients in such areas as Pension and Retirement Planning, including Defined Benefit and Defined Contribution Pension Transfers, Pension and Divorce cases and various investment structures.
    183
    £100k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Chepstow
    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.
    26940
    £100k+
    Can help with
    Pensions & retirement

  • Edward Bond Associates

    Birchgrove
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3764
    £50k+
    Can help with
    Pensions & retirement

  • Hanson Financial Services

    Buckley
    FCA verified
    Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.
    897
    £50k+
    Can help with
    Pensions & retirement

  • MJS Financial Services LTD - Top Rated Firm 2023 'Vouched For' as distributed in 'The Times'

    Pont y clun
    FCA verified
    Helping you to understand your finances and achieve your goals is our number one priority - a boutique financial planning firm based in South Wales. Specialism in pre and post retirement planning, family wealth preservation, tax efficient planning.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Fairwater
    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.
    1371
    £150k+
    Can help with
    Pensions & retirement

  • Ryan Brustad at True Potential Wealth Management

    Abergavenny
    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.
    118
    £50k+
    Can help with
    Pensions & retirement

  • EST

    Barry
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    42
    £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.