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

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  • The Private Office

    Fairwater
    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.
    27312
    £100k+
    Can help with
    Pensions & retirement

  • Purslow Jones Independent Financial Advisers

    Barry
    FCA verified
    Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.
    83
    £0+
    Can help with
    Pensions & retirement

  • Flying Colours

    Cyncoed
    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.
    17085
    £100k+
    Can help with
    Pensions & retirement
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  • Mather and Murray Financial

    Llanrumney
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2248
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Llantwit fardre
    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.
    228
    £50k+
    Can help with
    Pensions & retirement

  • Savvy Wealth Management

    Pentwyn
    FCA verified
    We are a team of award winning financial planners providing good honest advice.
    238
    £0+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning Limited

    Rhiwbina
    FCA verified
    48
    £0+
    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.
    17077
    £100k+
    Can help with
    Pensions & retirement

  • NTM Financial Services Ltd

    Rogerstone
    FCA verified
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    85
    £100k+
    Can help with
    Pensions & retirement

  • IAM Financial Planning Ltd - James Phillips

    Pontypridd
    FCA verified
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    < 10
    £0+
    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.