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

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.

Clients
helped

360

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

433

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Paul Taylor

Adamsdown

FCA verified

More than 25 years experience helping people achieve their financial goals, with a focus on pensions and investments.

Clients
helped

144

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

394

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

EST

Cathays

FCA verified

Taking care of business. A refreshingly personal and proactive approach to managing your wealth.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

433

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

981

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Castle

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1764

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.