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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
NTM Financial Services Ltd

NTM Financial Services Ltd

Riverside
Initial consultation free
FCA verified
Independent
We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
Clients
helped
108
Minimum
wealth
£100k+
Meet the team
Tom Palmer
Neil Muir
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Fairstone Group

Fairstone Group

Cyncoed
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
Adam Walker
James Tall
Jeremy Freeman
Frances Palmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Castle
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
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

Radyr and morganstown
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
Adam Walker
James Tall
Jeremy Freeman
Frances Palmer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Trowbridge
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
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
Douglas Steers & Company

Douglas Steers & Company

Marshfield
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
Beesure Financial Planning Ltd

Beesure Financial Planning Ltd

Barry
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
82
Minimum
wealth
£50k+
Meet the team
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Matthew Sulley - AFH Wealth Management

Matthew Sulley - AFH Wealth Management

Pentyrch
Initial consultation free
FCA verified
Independent
I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
and 2 more matches
Frequently Asked Questions about Financial Advisers in Cardiff