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

Find the best FCA regulated financial advisers in Roath. Get expert help near you with pensions, investments, retirement planning and more.
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  • Beesure Financial Planning

    Roath
    FCA verified
    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.
    352
    £50k+
    Can help with
    Pensions & retirement

  • McCarthy Wealth Management

    Roath
    FCA verified
    I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
    419
    £150k+
    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.
    40
    £100k+
    Can help with
    Pensions & retirement
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  • Kevin Robins - True Potential Wealth Management

    Adamsdown
    FCA verified
    As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
    391
    £100k+
    Can help with
    Pensions & retirement

  • EST

    Cathays
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    71
    £50k+
    Can help with
    Pensions & retirement

  • McCarthy Wealth Management

    Cathays
    FCA verified
    I put my client's financial goals at the heart of my business, giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
    419
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Castle
    FCA verified
    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.
    951
    £250k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Castle
    FCA verified
    We offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
    1668
    £150k+
    Can help with
    Pensions & retirement

  • Solosy Wealth Management

    Riverside
    FCA verified
    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.
    17
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Cyncoed
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14348
    £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.