Top 20 Independent Financial Advisers in Cardiff

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  • AFH Wealth Management LTD

    Trowbridge
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    132
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Rhiwbina
    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+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Sulley - AFH Wealth Management

    Llandough
    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Savvy Wealth Management

    Rhoose
    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
  • Matthew Sulley - AFH Wealth Management

    Caerphilly
    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd - James Phillips

    Whitchurch
    Recently Added
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Imperial Chartered

    Pontypridd
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    173
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Grangetown
    You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden>
    147
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LUNA Financial Planning Ltd

    Riverside
    Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
    147
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Pentyrch
    Creating a brighter future through effective financial planning
    38
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Gabalfa
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    125
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd - James Phillips

    Cyncoed
    I look to assist you with your finances with the aim that you will be a more informed and financially secure individual than the first time that we meet. I will look at your whole financial position to formulate a plan to meet your future goals.
    Recently Added
    £0+
    7.0
    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
  • Paul Brown -True Potential Wealth Management

    Penarth
    Working together so that you feel better informed, confident and empowered for your financial future
    136
    £50k+
    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
  • D S Howell Financial Services Ltd

    Penarth
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    66
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DHM Wynchwood

    Riverside
    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
  • True Potentail Wealth management LLP

    Caerphilly
    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
  • NTM Financial Services Ltd

    Rogerstone
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    68
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartley Ross Ltd

    Lisvane
    If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    31
    £250k+
    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.