Top 20 Independent Financial Advisers in Cardiff

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  • Paul Taylor - Positive Solutions

    Llanishen
    More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    81
    £50k+
    9.2
    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.
    10
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Brown -True Potential Wealth Management

    Gelligaer
    Working together so that you feel better informed, confident and empowered for your financial future
    83
    £50k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Sulley @ True Potential Wealth Management

    Llanishen
    Planning your financial future is more than just looking at numbers; it’s about you and your dreams.
    54
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WHIreland Wealth Management

    Castle
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NTM Financial Services Ltd

    Riverside
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    51
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Steve Tutton - BeeSure Ltd

    Coedkernew
    Providing Holistic Financial Planning | Helping Clients Achieve Financial Independence
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Wenvoe
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent Limited - Luke Sloman

    Penyrheol trecenydd and energlyn
    Whole of Market Independent Financial Advice. We are honest, efficient and dedicated to providing best in class service and outcome for your individual financial requirements.
    New adviser
    £20k+
    9.1
    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.
    43
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Imperial Chartered

    Whitchurch
    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.
    20
    £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
    132
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Romilly Associates IFA Limited

    Penarth
    A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
    44
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thomas Duffy Ltd

    Castle
    Clear, Consise, Financial Advice.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clifton Nash

    Llanishen
    We help people in their 40's, 50's and 60's plan the retirement lifestyle they want and how to finance it.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Pentyrch
    Creating a brighter future through effective financial planning
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent Limited - Luke Sloman

    Penyrheol trecenydd and energlyn
    Whole of Market Independent Financial Advice. We are honest, efficient and dedicated to providing best in class service and outcome for your individual financial requirements.
    New adviser
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • UNIQ Family Wealth

    Trowbridge
    Financial Planning you can trust; today, tomorrow and for the future.
    124
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Brown -True Potential Wealth Management

    Gelligaer
    Working together so that you feel better informed, confident and empowered for your financial future
    83
    £50k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gareth Channon Financial Consultancy Ltd

    Llandaff
    Our success has been based on three core principles: integrity, professionalism and service We believe in long term relationships and a bespoke client service.
    13
    £0+
    7.0
    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.