Top 10 Independent (IFAs) & Restricted Financial Advisers in Cardiff
Find the best FCA regulated financial advisers in Cardiff. Get expert help near you with pensions, investments, retirement planning and more

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
2283
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country.
With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
helped
15271
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
2283
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Kevin Robins - True Potential Wealth Management
Adamsdown
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
helped
407
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Investments
Savings

We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you.
Initial consultations are completely free.
Clients
helped
helped
13
Minimum
wealth
wealth
£100k+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Long Term Care

Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country.
With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
helped
15271
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
helped
1069
Minimum
wealth
wealth
£250k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Cardiff

