Top 20 Independent Financial Advisers in Monmouthshire

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  • True Potential Wealth Management Limited

    Caerwent
    As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
    113
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Steve Tutton - BeeSure Ltd

    Coedkernew
    Providing Holistic Financial Planning | Helping Clients Achieve Financial Independence
    < 10
    £0+
    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.
    137
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Kymin Financial Services Limited

    Stow hill
    Transforming Lives Since 1993 With Our Awarding Winning, Independent Financial Planning and Wealth Management Solutions. Book your FREE Discovery meeting today.
    61
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • LUNA Financial Planning Ltd

    Cwmbran central
    Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
    148
    £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.
    59
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Chapelwood Financial Planning Ltd

    Chepstow
    Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Beesure Financial Planning Ltd

    Llantarnam
    Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Marc Lezar - PRG Financial Planners Ltd

    Usk
    I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
    46
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Truly Independent

    Newbridge
    Offering a free initial meeting, we provide independent regulated advice on pensions, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across England and Wales.
    120
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Octo Financial Planning - Paul Preedy

    Magor and undy
    Recently Added
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Rogerstone IFA

    Rogerstone
    My approach is straightforward. You tell me about your current situation and your financial objectives. We develop a practical plan designed to help you meet those objectives. I'm here to help you with jargon-free advice both now and in the future.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management LTD

    Trowbridge
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    132
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Shaun Hiscox - 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.
    218
    £0+
    7.0
    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.
    33
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • NTM Financial Services Ltd

    Rogerstone
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    68
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Abacus Associates Financial Services Ltd – C/O Craig Burridge

    Monmouth
    I build long term relationships by providing Independent advice in a way you understand to meet your needs.
    92
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • IAM Financial Planning Ltd

    Abergavenny
    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.
    24
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • IAM Financial Planning Ltd

    Monmouth
    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.
    24
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Private Office

    Chepstow
    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.
    15952
    £100k+
    9.0
    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.