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

Find the best FCA regulated financial advisers in Monmouthshire. Get expert help near you with pensions, investments, retirement planning and more
Monmouthshire, Cymru Wales
Beesure Ltd

Beesure Ltd

Caldicot
Initial consultation free
FCA verified
Independent
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
523
Minimum
wealth
£50k+
Meet the team
Alexander O'Neill
Alexander Palmer
Jonathon Williams
Matthew Jackson
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
James Phillips at Arcus Wealth

James Phillips at Arcus Wealth

Langstone
Initial consultation free
FCA verified
Independent
Experienced financial planner helping you enjoy retirement with confidence. I create clear, tailored plans for pensions, investments & inheritance, with ongoing support to help protect your future.
Clients
helped
19
Minimum
wealth
£0+
Meet the team
James Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
UNIQ Family Wealth

UNIQ Family Wealth

Llanover
Initial consultation free
FCA verified
Independent
Financial Planning you can trust; today, tomorrow and for the future.
Clients
helped
260
Minimum
wealth
£100k+
Meet the team
Marlene Outrim
Carrie Garrett
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 2 more matches
Beesure Financial Planning Ltd

Beesure Financial Planning Ltd

Cwmbran central
Initial consultation free
FCA verified
Independent
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
82
Minimum
wealth
£50k+
Meet the team
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Alex Hawker at True Potential

Alex Hawker at True Potential

Allt yr yn
Initial consultation free
FCA verified
Restricted
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
51
Minimum
wealth
£100k+
Meet the team
Alex Hawker
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Beesure Financial Planning Ltd

Beesure Financial Planning Ltd

Trellech united
Initial consultation free
FCA verified
Independent
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
82
Minimum
wealth
£50k+
Meet the team
Raffaele Castaldo
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Fidelius Ltd

Fidelius Ltd

Caerleon
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
McCarthy Wealth Management

McCarthy Wealth Management

Risca east
Initial consultation free
FCA verified
Independent
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
462
Minimum
wealth
£150k+
Meet the team
Adam Mccarthy dipfa awpetr
Thomas Jackson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
WEALTH Doctor

WEALTH Doctor

Abergavenny
Initial consultation free
FCA verified
Independent
Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
Clients
helped
68
Minimum
wealth
£250k+
Meet the team
Josh Lewis
Cameron Jones
Simon Porter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
MPI Financial Advice

MPI Financial Advice

Monmouth
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8788
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers in Monmouthshire