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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
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
James Brakenbury Clearwater Wealth Management

James Brakenbury Clearwater Wealth Management

Bangor
Initial consultation free
FCA verified
Restricted
I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
40
Minimum
wealth
£0+
Meet the team
James Brakenbury
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Llantwit fardre
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10259
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
MPI Financial Advice

MPI Financial Advice

Heath
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8502
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
M&G Advice

M&G Advice

Pontypridd
Initial consultation free
FCA verified
Restricted
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
2165
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Sedulo Wealth Management Ltd

Sedulo Wealth Management Ltd

Ruthin
Initial consultation free
FCA verified
Independent
We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped
32
Minimum
wealth
£100k+
Meet the team
Steven Hilditch
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Douglas Steers & Company

Douglas Steers & Company

Gabalfa
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10259
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Beesure Ltd

Beesure Ltd

Caldicot
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
522
Minimum
wealth
£50k+
Meet the team
Alexander O'Neill
Alexander Palmer
Jonathon Williams
Matthew Jackson
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
TT Wealth

TT Wealth

Pontypridd
Initial consultation free
FCA verified
Independent
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.
Clients
helped
266
Minimum
wealth
£100k+
Meet the team
Tony Thomas
Tony Thomas
Tony Thomas
Tony Thomas
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Llandow
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10259
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Cymru Wales