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

I need advice on
Total assets
My postcode
First meeting is free

  • Solosy Wealth Management

    Trowbridge
    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.
    Recently added
    £0+
    Can help with
    Financial planning

  • 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.
    756
    £50k+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Trowbridge
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
    374
    £150k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Jonathon Williams - Beesure Limited

    Monmouth
    FCA verified
    I specialise in providing bespoke face-to-face financial advice, adding value through both advisory knowledge and a commitment to the highest level of ongoing service.
    40
    £50k+
    Can help with
    Pensions & retirement

  • TT Wealth

    Gaer
    FCA verified
    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.
    252
    £100k+
    Can help with
    Pensions & retirement

  • Shaun Hiscox - Castra Financial

    Risca west
    FCA verified
    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.
    353
    £0+
    Can help with
    Pensions & retirement

  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Caerleon
    FCA verified
    We put our client’s interests and financial goals at the heart of our business, priding ourselves on giving expert advice across all areas of financial planning, with a particular specialism in Protection and all aspects of Pension and Retirement Planning
    374
    £150k+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning Limited

    Caerleon
    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.
    74
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Caldicot
    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.
    427
    £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

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.