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

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  • Castra Financial

    Caldicot
    FCA verified
    56
    £0+
    Can help with
    Pensions & retirement
  • Mather and Murray Financial

    Caldicot
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2139
    £50k+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    Caldicot
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    185
    £50k+
    Can help with
    Pensions & retirement
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  • Shaun Hiscox - Castra Financial

    Magor and undy
    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.
    270
    £0+
    Can help with
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Pilning and severn beach
    FCA verified
    547
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Chepstow
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16277
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Chepstow
    FCA verified
    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.
    25849
    £100k+
    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.
    13
    £50k+
    Can help with
    Pensions & retirement
  • IAM 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.
    45
    £100k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Langstone
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    3938
    £0+
    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.

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