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

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  • TD Financial Ltd

    Penylan
    FCA verified
    Our clients like us because of our knowledge and expertise, our straight forward approach and our independence. We are not tied into any particular products so we are free to shop around to find the right solution for you. Established in 2006.
    38
    £100k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Roath
    FCA verified
    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 Protection and all aspects of Pension and Retirement Planning.
    374
    £150k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Adamsdown
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    820
    £100k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Cyncoed
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    12978
    £0+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Cyncoed
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1178
    £150k+
    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.
    34181
    £100k+
    Can help with
    Pensions & retirement

  • Alex Hawker at True Potential

    Splott
    FCA verified
    I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Cyncoed
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19321
    £150k+
    Can help with
    Pensions & retirement

  • TT Wealth

    Cyncoed
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    252
    £100k+
    Can help with
    Pensions & retirement

  • Paul Taylor

    Adamsdown
    FCA verified
    More than 25 years experience helping people achieve their financial goals, with a focus on pensions and investments.
    126
    £50k+
    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.

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