Top 10 Independent (IFAs) & Restricted Financial Advisers in Caerphilly

I need advice on
Total assets
My postcode
First meeting is free
  • Beesure Financial Planning

    Newbridge
    FCA verified
    Invest yourself, Protect yourself, Bee yourself.
    227
    £0+
    Can help with
    Pensions & retirement
  • Continuum

    Crosskeys
    FCA verified
    I am focussed on delivering clear financial solutions to my clients, in clear plain language, to make their financial future real. This is why most of my clients have been with me for over 15 years.
    89
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Sulley - AFH Wealth Management

    Caerphilly
    FCA verified
    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Continuum financial planning LLP

    Caerphilly
    FCA verified
    An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
    14
    £50k+
    Can help with
    Pensions & retirement
  • Bridgewood IFA Ltd

    Blackwood
    FCA verified
    If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
    50
    £50k+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Newbridge
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    476
    £50k+
    Can help with
    Pensions & retirement
  • Shaun Hiscox - Castra Financial

    Risca west
    FCA verified
    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.
    270
    £0+
    Can help with
    Pensions & retirement
  • Continuum (Financial Services) LLP

    Risca west
    FCA verified
    Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real. Making decisions can be daunting, but I aim to make this process clearer and less complicated.
    47
    £0+
    Can help with
    Pensions & retirement
  • Prosperity Wealth - Ciaran Reynolds

    Blackwood
    FCA verified
    Whether you require help buying a home, planning your retirement, saving for the future or protecting your loved ones. I'm here to guide you through the complexities of personal finance by offering independent, unbiased advice.
    60
    £50k+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Penyrheol trecenydd and energlyn
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    476
    £50k+
    Can help with
    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.