Top 20 Independent Financial Advisers in Gwehelog Fawr

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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Castra Financial 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.

      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.
      49
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      49
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd 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.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      52
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      52
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Luna Financial Planning Luna Financial Planning

      Ponthir

      I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.

      I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.
      < 10
      £20k+
      7.0
      Meet the team
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £20k+
      7.0
      Meet the team
      C
      Can help with Advice areas
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      Can help with Advice areas
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    • Lawrence Miller & Co Lawrence Miller & Co

      Llantarnam

      We like to think we’re a totally different kind of Independent Financial Adviser and are out to prove it! Our clients are our Number One priority and at the heart of everything we do. We act for our clients in negotiation with contract providers and have no ties, affiliations, obligations or in-built bias. Our clients really appreciate our genuine independence.

      We like to think we’re a totally different kind of Independent Financial Adviser and are out to prove it! Our clients are our Number One priority and at the heart of everything we do. We act for our clients in negotiation with contract providers and have no ties, affiliations, obligations or in-built bias. Our clients really appreciate our genuine independence.
      43
      £20k+
      7.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      43
      £20k+
      7.0
      Meet the team
      M
      Can help with Advice areas
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      Can help with Advice areas
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    • Morgan Escott & Company Morgan Escott & Company

      Abergavenny

      Providing Holistic Financial Advice.

      Providing Holistic Financial Advice.
      11
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      11
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • IAM Financial Planning Ltd 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 patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.

      Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
      < 10
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Castra Financial Ltd 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.

      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.
      130
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      130
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Abacus Associates Financial Services Ltd – C/O Craig Burridge 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.

      I build long term relationships by providing Independent advice in a way you understand to meet your needs.
      66
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      7.0
      Meet the team
      C
      Can help with Advice areas
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      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      66
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      C
      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
    • Quilter Financial Advisers - Paul Preedy Quilter Financial Advisers - Paul Preedy

      Llantarnam

      Financial planning expert qualified in Defined Benefit/Final Salary Pensions.

      Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
      < 10
      £100k+
      7.0
      Meet the team
      P
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £100k+
      7.0
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      P
      Can help with Advice areas
      & specialisation
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      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • IAM Financial Planning Ltd IAM Financial Planning Ltd

      Devauden

      Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.

      Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
      < 10
      £20k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £20k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
      know about
      finding advice

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    • Mark Pugh at Abacus Financial Planning 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.

      My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
      28
      £100k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      28
      £100k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Niche Niche

      Shaftesbury

      Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.

      Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.
      58
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      58
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
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    • Charterhouse Portfolio Management Ltd Charterhouse Portfolio Management Ltd

      Monmouth

      Chartered Independent Financial Planner. Impartial, bespoke financial planning and wealth management.

      Chartered Independent Financial Planner. Impartial, bespoke financial planning and wealth management.
      14
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Paul Taylor - Positive Solutions Paul Taylor - Positive Solutions

      Monmouth

      More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.

      More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
      47
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      47
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • iam Financial iam Financial

      Victoria

      Professional personal approach, built on trust and experience offering financial planning and wealth management advice.

      Professional personal approach, built on trust and experience offering financial planning and wealth management advice.
      78
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      78
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours Flying Colours

      Victoria

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
      147
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      147
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Victoria

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      < 10
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Isca Wealth Isca Wealth

      Victoria

      Experienced and fully independent financial adviser helping clients like you make the most of your money the simple and uncomplicated way.

      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
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management Limited 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.

      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.
      35
      £20k+
      7.3
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      35
      £20k+
      7.3
      Meet the team
      L
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
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    • Kymin Financial Services Limited 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.

      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.
      56
      £50k+
      9.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      56
      £50k+
      9.0
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.