Top 20 Independent Financial Advisers in Adamsdown

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  • Flying Colours

    Adamsdown
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11934
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Marc Lezar - PRG Financial Planners Ltd

    Roath
    I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
    48
    £0+
    9.0
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Ryan Brustad at True Potential Wealth Management

    Cathays
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    16
    £0+
    8.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JWA Financial Planning Ltd

    Splott
    We are passionate about helping our clients plan ahead to ensure a bright future for themselves, their families and their business. From retirement planning and wealth management to estate planning and investments, we've got the experience and the skills
    66
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Butetown
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    130
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Luna Financial Planning

    Riverside
    I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.
    38
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Gabalfa
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    139
    £100k+
    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
    149
    £0+
    7.0
    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.
    19
    £0+
    7.0
    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.
    69
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Plowman - True Potential Wealth Management

    Rumney
    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.
    32
    £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>
    156
    £0+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Trowbridge
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11934
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Trowbridge
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6915
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richard Seward IFA

    Pentwyn
    We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Pentwyn
    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
  • The Private Office

    Pentwyn
    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.
    16634
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Heath
    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.
    16632
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Makemsons

    Heath
    Makemsons is an Independent Financial Advice firm operating out of South Wales. We have supported hundreds of individuals and families over the last two decades we've been trading, and we would love to help you.
    < 10
    £50k+
    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.