Top 20 Independent Financial Advisers in Cymru Wales

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  • The Pension Planner

    Mold
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Chester, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    4076
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cyfri Cyfyngedig

    Lampeter
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • Acton Financial Services

    Acton
    North West leading Wealth management and fee-free mortgage advice. A holistic and personal approach to financial planning.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Bridgewood IFA Ltd

    Blackwood
    If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
    50
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Castra Financial Limited

    Usk
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    132
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Higher kinnerton
    We offer a specialist advised service covering all your options at retirement, including Annuities and Flexi-Access Drawdown.
    1895
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Lifestyle Financial Advice

    Llantrisant
    We are a family firm based in Talbot Green, South Wales and have over 30 years experience in Financial Services. Iain Atmore is an award-winning Financial Consultant with Advanced qualifications in Pension Planning and Mortgages.
    38
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Limited

    Allt yr yn
    Get in touch today with a free no obligation initial meeting to review your financial situation.
    33
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potentail Wealth management LLP

    Gelligaer
    We are an Advice lead practice, upholding the highest level of ethics possible.
    18
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers Limited

    Fairwater
    I have over 15 years’ experience in the Financial Services Industry, the majority has been spent delivering face-to-face advice and building long term relationships with clients.
    < 10
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jonathon Williams - Beesure Limited

    Coedkernew
    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.
    20
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Monmouth
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
    24
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cilbenrick Limited

    Pennard
    A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.
    32
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Crumlin
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6641
    £0+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mistral Consultancy Limited

    Mountain ash
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • uprosper®

    Castle
    Online financial advice service covering investments, pensions, protection mortgages. Communicate online 24/7. Low-cost fixed fee option, and pay monthly options available. Among the cheapest advisory services in the country.
    93
    £0+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Pugh at Abacus Financial Planning

    Caerleon
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    64
    £150k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DHM Wynchwood

    Mynyddbach
    Clear, Simple, Proactive. We aim to leave you in a better place than when we met. We are independent, whole of market, financial advisers striving to achieve our client's goals.
    17
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Llanelli
    We are a team of award winning financial planners providing good honest advice.
    217
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Llanelli rural
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    41
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    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.