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Top 20 Independent Financial Advisers in Monmouthshire

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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

  • 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

  • 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

  • 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

  • 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

  • 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

  • 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.
    70
    £0+
    7.0
    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.
    32
    £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

  • 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

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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

  • 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+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Charterhouse Portfolio Management Ltd

    Monmouth
    Chartered Independent Financial Planner. Impartial, bespoke financial planning and wealth management.
    14
    £250k+
    7.0
    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

  • 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

  • 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.
    34
    £100k+
    9.8
    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

  • D S Howell Financial Services Ltd

    Pontprennau
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    44
    £100k+
    9.4
    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.
    144
    £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.