Top 20 Independent Financial Advisers in Caerleon

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  • Mark Pugh at Abacus Financial Planning

    Caerleon
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    33
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Castra Financial Ltd

    Caerleon
    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.
    142
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Niche

    Shaftesbury
    Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.
    58
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Luna Financial Planning

    Ponthir
    I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.
    10
    £20k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • iam Financial

    Victoria
    Professional personal approach, built on trust and experience offering financial planning and wealth management advice.
    78
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Victoria
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
    151
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Isca Wealth

    Victoria
    Experienced and fully independent financial adviser helping clients like you make the most of your money the simple and uncomplicated way.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Victoria
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kymin Financial Services Limited

    Stow hill
    WE ARE STILL OPEN FOR BUSINESS BUT WORKING REMOTELY. Our primary focus is to support you through this difficult time and our objective is to continue to help you manage your finances digitally and over the phone. Book Your Free Discovery Meeting Today. Transforming Lives Since 1993 With Our Awarding Winning, Independent Financial Planning and Wealth Management Solutions.
    57
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Stow hill
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    47
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Quilter Financial Advisers - Paul Preedy

    Portskewett
    Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lawrence Miller & Co

    Llantarnam
    We like to think we’re a totally different kind of Independent Financial Advisers. We act in our clients best interests and have no ties, affiliations, obligations or in-built bias. Clients really appreciate our genuine independence.
    49
    £20k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Limited

    Allt yr yn
    Get in touch today with a free no obligation initial meeting to review your financial situation.
    10
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Rogerstone
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    27
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richard Seward IFA

    Tredegar
    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.
    New adviser
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NTM Financial Services Ltd

    Riverside
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    51
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Planning Solutions Ltd

    Cwmbran central
    Helping our clients live the lifestyle they aspire to both now and in the future without fear of running out of money.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Rogerstone
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    11
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Castra Financial

    Usk
    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.
    56
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    New inn
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    56
    £0+
    9.8
    Can help with Advice areas
    & specialisation
    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.