Top 20 Independent Financial Advisers in Llanishen

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  • WHIreland Wealth Management

    Castle
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    < 10
    £50k+
    9.0
    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
  • Paul Taylor - Positive Solutions

    Llanishen
    More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    82
    £50k+
    9.2
    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
  • Beesure Financial Planning Limited

    Rhiwbina
    < 10
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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+
    9.3
    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.
    29
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whitchurch IFA Ltd

    Whitchurch
    Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
    81
    £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.
    27
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Wren Sterling

    Penylan
    Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • D S Howell Financial Services Ltd

    Pontprennau
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    44
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gareth Channon Financial Consultancy Ltd

    Merthyr vale
    Our success has been based on three core principles: integrity, professionalism and service We believe in long term relationships and a bespoke client service.
    14
    £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.
    51
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Luna Financial Planning

    Ponthir
    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.
    10
    £20k+
    10.0
    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
  • Castra Financial Ltd

    Caerleon
    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.
    144
    £0+
    7.0
    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
  • WHIreland Wealth Management

    Castle
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    < 10
    £50k+
    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.