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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
Cardiff, Cymru Wales, Cf
Jonathon Williams - Beesure Limited

Jonathon Williams - Beesure Limited

Tongwynlais
Initial consultation free
FCA verified
Independent
I specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
Clients
helped
59
Minimum
wealth
£50k+
Meet the team
Jonathon Williams
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
The Private Office

The Private Office

Fairwater
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39605
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Sarah Nesbitt
Francine Kelly
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Saltus Partners LLP

Saltus Partners LLP

Riverside
Initial consultation free
FCA verified
Independent
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
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Rumney
Initial consultation free
FCA verified
Independent
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
15109
Minimum
wealth
£0+
Meet the team
William Edgar
Conor Shiels
Michael Guilfoyle
Frances Palmer
Jeremy Freeman
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
UNIQ Family Wealth

UNIQ Family Wealth

Trowbridge
Initial consultation free
FCA verified
Independent
Financial Planning you can trust; today, tomorrow and for the future.
Clients
helped
260
Minimum
wealth
£100k+
Meet the team
Marlene Outrim
Carrie Garrett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 2 more matches
Whitchurch IFA Ltd

Whitchurch IFA Ltd

Whitchurch
Initial consultation free
FCA verified
Independent
Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
Clients
helped
81
Minimum
wealth
£0+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Richard Seward IFA

Richard Seward IFA

Radyr and morganstown
Initial consultation free
FCA verified
Independent
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
13
Minimum
wealth
£100k+
Meet the team
R
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Long Term Care
Solosy Wealth Management

Solosy Wealth Management

Trowbridge
Initial consultation free
FCA verified
Restricted
Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Peter Clarke
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Alex Hawker at True Potential

Alex Hawker at True Potential

Splott
Initial consultation free
FCA verified
Restricted
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
51
Minimum
wealth
£100k+
Meet the team
Alex Hawker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Penarth
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10441
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Cardiff