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

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  • Attivo

    Cyncoed
    FCA verified
    Attivo takes a Life Plan First approach to financial planning, working with you to uncover What Matters Most to you in your lives today and for the future. We’re here to listen, to understand what you want out of your life.
    128
    £100k+
    Can help with
    Financial planning
  • 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.
    501
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Pentwyn
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26934
    £100k+
    Can help with
    Pensions & retirement
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  • Beesure Ltd

    Grangetown
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    213
    £50k+
    Can help with
    Pensions & retirement
  • Attivo

    Llandaff
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    128
    £100k+
    Can help with
    Financial planning
  • Kevin Robins - True Potential Wealth Management

    Canton
    FCA verified
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    266
    £100k+
    Can help with
    Pensions & retirement
  • Hexagon Wealth Limited

    Rogerstone
    FCA verified
    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.
    191
    £100k+
    Can help with
    Pensions & retirement
  • IAM Financial Planning Ltd - James Phillips

    Whitchurch
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Continuum

    Trowbridge
    FCA verified
    James Candow is focussed on delivering clear financial solutions to his clients to make their financial future real.
    93
    £0+
    Can help with
    Pensions & retirement
  • MJP Financial Planning - True Potential Wealth Management

    Rumney
    FCA verified
    Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.
    154
    £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.