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

An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
helped
14
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

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
helped
2287
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

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
helped
2287
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

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.
Clients
helped
helped
61
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business

We believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice.
Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped
helped
707
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Insurance & protection
Business

Kevin Robins - True Potential Wealth Management
Monmouth
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
helped
407
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Investments
Savings

Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
helped
26
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Cymru Wales

