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

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  • Beesure Ltd

    Beechwood
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    237
    £50k+
    Can help with
    Pensions & retirement
  • Beesure Financial Planning

    Caerleon
    FCA verified
    Invest yourself, Protect yourself, Bee yourself.
    242
    £50k+
    Can help with
    Pensions & retirement
  • Nugenis Financial Planning

    Caerleon
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    17
    £150k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Caerleon
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10701
    £0+
    Can help with
    Pensions & retirement
  • Paul Brown -True Potential Wealth Management

    Caerleon
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    263
    £50k+
    Can help with
    Pensions & retirement
  • Continuum financial planning LLP

    Beechwood
    FCA verified
    An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
    14
    £50k+
    Can help with
    Pensions & retirement
  • Beesure Financial Planning Ltd

    St julians
    FCA verified
    Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
    57
    £0+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Victoria
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    522
    £50k+
    Can help with
    Pensions & retirement
  • Imperial Chartered

    Victoria
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    229
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Stow hill
    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.
    27898
    £100k+
    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.