Top 10 Independent (IFAs) & Restricted Financial Advisers in Cymru Wales
- 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.Clients37325
helpedMinimum£100k+
wealthPensions & retirement - 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.Clients37325
helpedMinimum£100k+
wealthPensions & retirement - 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.Clients383
helpedMinimum£0+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Building lifelong relationships and helping people achieve their financial ambitions. We are a local, independent financial advice business who can help guide you from where you are to where you want to be.Clients337
helpedMinimum£100k+
wealthPensions & retirement - Chartered Financial Planners specialising in investments, inheritance and retirement planning for over 30 years. Advising UK resident clients with a minimum of £250,000 in non-property assets.Clients161
helpedMinimum£250k+
wealthPensions & retirement - I am qualified in all aspects of financial advice and planning. I believe planning for someone’s future should be available to anyone regardless of your circumstances. As your adviser, I will work closely with you to better your financial future.Clients168
helpedMinimum£0+
wealthPensions & retirement - 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.Clients350
helpedMinimum£50k+
wealthPensions & retirement - We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and Retirement Planning.Clients411
helpedMinimum£150k+
wealthPensions & 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.