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

Find the best FCA regulated financial advisers in Cardiff. Get expert help near you with pensions, investments, retirement planning and more.
I need advice on
Total assets
My postcode
First meeting is free
  • Beesure Ltd

    Grangetown
    FCA verified
    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.
    486
    £50k+
    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.
    62
    £0+
    Can help with
    Pensions & retirement
  • McCarthy Wealth Management

    Roath
    FCA verified
    I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
    411
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • UNIQ Family Wealth

    Trowbridge
    FCA verified
    Financial Planning you can trust; today, tomorrow and for the future.
    248
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Rogerstone
    FCA verified
    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.
    37325
    £100k+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    Llantwit fardre
    FCA verified
    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.
    486
    £50k+
    Can help with
    Pensions & retirement
  • 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
  • Saltus Partners LLP

    Canton
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    917
    £250k+
    Can help with
    Pensions & retirement
  • McCarthy Wealth Management

    Risca east
    FCA verified
    I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
    411
    £150k+
    Can help with
    Pensions & retirement
  • NTM Financial Services - Nick Hill

    Risca east
    FCA verified
    I take pride in offering a whole of market approach that revolves around helping individuals develop a long-term financial plan tailored to their specific objectives. I understand that every client is unique, and I offer proven, expert advice.
    11
    £0+
    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.