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

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  • Beesure Financial Planning Limited

    Abersychan
    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.
    59
    £50k+
    Can help with
    Pensions & retirement

  • Paul Brown -True Potential Wealth Management

    Caerleon
    FCA verified
    Working together so that you feel better informed, confident and empowered for your financial future
    266
    £50k+
    Can help with
    Pensions & retirement

  • Chapelwood Financial Planning Ltd

    Chepstow
    FCA verified
    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.
    15
    £50k+
    Can help with
    Pensions & retirement
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  • Charterhouse Portfolio Management Ltd

    Ganarew
    FCA verified
    Chartered Independent Financial Planner. Impartial, bespoke financial planning and wealth management.
    14
    £250k+
    Can help with
    Pensions & retirement

  • UNIQ Family Wealth

    Trowbridge
    FCA verified
    Financial Planning you can trust; today, tomorrow and for the future.
    207
    £100k+
    Can help with
    Pensions & retirement

  • Nugenis Financial Planning

    Abergavenny
    FCA verified
    It is more than just advising you on specific investment funds or particular financial products. Instead, our approach is to look at the bigger picture and encourage you to think about your overall objectives.
    18
    £150k+
    Can help with
    Pensions & retirement

  • Wealth Doctor Financial Planning Ltd

    Chepstow
    FCA verified
    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.
    59
    £250k+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Pillgwenlly
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    241
    £100k+
    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.
    59
    £50k+
    Can help with
    Pensions & retirement

  • Beesure Financial Planning Ltd

    Trellech united
    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.
    62
    £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.