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

Find the best FCA regulated financial advisers in Ely. Get expert help near you with pensions, investments, retirement planning and more
Ely, Cardiff, Cymru Wales
The Private Office

The Private Office

Fairwater
Initial consultation free
FCA verified
Independent
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.
Clients
helped
39558
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Sarah Nesbitt
Francine Kelly
+10
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Saltus Partners LLP

Saltus Partners LLP

Canton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1043
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Canton
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10417
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Shaun Hiscox - Castra Financial

Shaun Hiscox - Castra Financial

Radyr and morganstown
Initial consultation free
FCA verified
Independent
We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
Clients
helped
422
Minimum
wealth
£0+
Meet the team
Shaun Hiscox
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Montpellier Asset Management

Montpellier Asset Management

Riverside
Initial consultation free
FCA verified
Independent
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
238
Minimum
wealth
£250k+
Meet the team
Richard Turnbull
William Gregory
Chris Riddell
Peter Howard
Simon Whitney
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
NTM Financial Services Ltd

NTM Financial Services Ltd

Riverside
Initial consultation free
FCA verified
Independent
We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
Clients
helped
108
Minimum
wealth
£100k+
Meet the team
Tom Palmer
Neil Muir
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
MWG Wealth Management

MWG Wealth Management

Whitchurch
Initial consultation free
FCA verified
Restricted
At MWG Wealth Management, we work with directors, professionals and retirees to give you clarity and confidence about your financial future. We are here to provide practical solutions to the financial issues that concern you.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Gregory Wintermute
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
Solosy Wealth Management

Solosy Wealth Management

Riverside
Initial consultation free
FCA verified
Restricted
Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Peter Clarke
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Beesure Ltd

Beesure Ltd

Grangetown
Initial consultation free
FCA verified
Independent
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.
Clients
helped
523
Minimum
wealth
£50k+
Meet the team
Alexander O'Neill
Alexander Palmer
Jonathon Williams
Matthew Jackson
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Riverside
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10417
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Ely