Top 20 Independent Financial Advisers in Monmouth

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  • 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
  • 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.
    73
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Abacus Associates Financial Services Ltd - C/O Paul Smith

    West dean
    I've been looking after and advising clients assets for over 24 years. I am used to dealing clients from all walks of life and assets ranging from the man on the street to high net worth clients. Everybody gets treated equally and I call a spade a spade.
    43
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Pugh at Abacus Financial Planning

    Ross on wye
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    40
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richard Seward IFA

    Gwehelog fawr
    We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    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. Visit our website <url hidden> for more information
    69
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    10
    £20k+
    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.
    11343
    £100k+
    10.0
    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
  • Truly Independent

    Chepstow
    Offering a free no obligation initial meeting, we provide independent regulated advice on pensions and investments. We take the stress out of investing, helping clients of all wealth levels across Wales and the West of England.
    15
    £0+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Mark Pugh at Abacus Financial Planning

    Chepstow
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    40
    £100k+
    10.0
    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 patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
    10
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Caldicot
    Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
    25
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    51
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - Paul Preedy

    Portskewett
    Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
    < 10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Caldicot
    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. Visit our website <url hidden> for more information
    69
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Abersychan
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5075
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Hereford
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5080
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Luna Financial Planning

    Thornbury
    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.
    16
    £20k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Hereford
    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.
    11343
    £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.