Top 20 Independent Financial Advisers in Rumney

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  • Richard Seward IFA

    Pentwyn
    We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JWA Financial Planning Ltd

    Splott
    Our advice will help provide you with greater clarity, knowledge and confidence. We specialise in retirement, tax and investment planning.
    66
    £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.
    12575
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Pentwyn
    We are a team of award winning financial planners providing good honest advice.
    203
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Matthew Sulley @ True Potential Wealth Management

    Cyncoed
    Its about working together so that you feel better informed, confident and empowered for your financial future.
    55
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Shaun Hiscox - Castra Financial

    Old st mellons
    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.
    190
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Cyncoed
    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.
    156
    £0+
    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.
    55
    £100k+
    9.0
    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.
    103
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • UNIQ Family Wealth

    Trowbridge
    Financial Planning you can trust; today, tomorrow and for the future.
    129
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Beesure Financial Planning Ltd

    Splott
    Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
    25
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Create Wealth Management Ltd

    Gabalfa
    Chartered Financial Planners providing advice to clients seeking to make well considered and planned, good decisions with their personal finances.
    50
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Gabalfa
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    108
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WHIreland Wealth Management

    Llanishen
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    103
    £50k+
    7.0
    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
  • Matthew Sulley @ True Potential Wealth Management

    Llanishen
    Its about working together so that you feel better informed, confident and empowered for your financial future.
    55
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Heath
    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.
    12575
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Butetown
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    114
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Rhiwbina
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5490
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sevenaar

    Riverside
    Committed to putting client’s interests above all. Get started with our free initial consultation.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Financial planning

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.