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.
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  • McCarthy Wealth Management

    Cathays
    FCA verified
    I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
    419
    £150k+
    Can help with
    Pensions & retirement

  • Richard Seward IFA

    Radyr and morganstown
    FCA verified
    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.
    13
    £100k+
    Can help with
    Pensions & retirement

  • Jonathon Williams - Beesure Limited

    Barry
    FCA verified
    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.
    54
    £50k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Rhiwbina
    FCA verified
    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.
    37799
    £150k+
    Can help with
    Pensions & retirement

  • Montpellier Asset Management

    Riverside
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    214
    £250k+
    Can help with
    Pensions & retirement

  • Kevin Robins - True Potential Wealth Management

    Llanrumney
    FCA verified
    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.
    391
    £100k+
    Can help with
    Pensions & retirement

  • TT Wealth

    Cyncoed
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    262
    £100k+
    Can help with
    Pensions & retirement

  • James Tucker - Blacktower Financial Management

    Trowbridge
    FCA verified
    Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
    16
    £0+
    Can help with
    Expatriate finances

  • Beesure Ltd

    Grangetown
    FCA verified
    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.
    491
    £50k+
    Can help with
    Pensions & retirement

  • Nugenis Financial Planning- Ciaran Reynolds

    Barry
    FCA verified
    Whether you require help buying a home, planning your retirement, saving for the future, or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
    90
    £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.