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Top 10 Independent (IFAs) & Restricted Financial Advisers in Cymru Wales

Find the best FCA regulated financial advisers in Cymru Wales. Get expert help near you with pensions, investments, retirement planning and more
Cymru Wales
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As featured in
The Private Office

The Private Office

Gowerton
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
41996
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Francine Kelly
Jake De La Cour
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Private Office

The Private Office

Town
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
41996
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Francine Kelly
Mat Clark
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Saltus Partners LLP

Saltus Partners LLP

Llanharan
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
1156
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+23
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Joseph Seldon at The Money Partnership

Joseph Seldon at The Money Partnership

Treharris
Initial consultation free
FCA verified
Independent
Helping individuals and families make informed financial decisions through bespoke advice on pensions, investments and protection. Independent, personal guidance designed around your goals, circumstances and long-term financial wellbeing.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Joseph Seldon
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
The Private Office

The Private Office

Penarth
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
41996
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Francine Kelly
Jake De La Cour
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
David Davies – 2plan wealth management Ltd

David Davies – 2plan wealth management Ltd

Carmarthen
Initial consultation free
FCA verified
Independent
We deliver straightforward independent financial advice in the comfort of your home, or place of work, at your convenience.
Clients
helped
146
Minimum
wealth
£0+
Meet the team
David Davies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
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
269
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
Alex Hawker at True Potential

Alex Hawker at True Potential

Adamsdown
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
66
Minimum
wealth
£100k+
Meet the team
Alex Hawker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
The Private Office

The Private Office

Rhuddlan
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
41996
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Bridgend
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
41996
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Francine Kelly
Mat Clark
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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Frequently Asked Questions about Financial Advisers in Cymru Wales