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

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  • UNIQ Family Wealth

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

  • Lee Wyllie – True Potential Wealth Management

    Rogerstone
    FCA verified
    For more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • MJP Financial Planning - True Potential Wealth Management

    Rogerstone
    FCA verified
    Being a Financial Adviser with True Potential Wealth Management, part of the highly reputable True Potential group, I am dedicated to providing the highest value of service to each and every client through building lasting long term relationships.
    174
    £0+
    Can help with
    Pensions & retirement
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  • TT Wealth

    Rogerstone
    FCA verified
    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.
    231
    £100k+
    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

  • The Private Office

    Stow hill
    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.
    30534
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Rogerstone
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11737
    £0+
    Can help with
    Pensions & retirement

  • Rogerstone IFA

    Rogerstone
    FCA verified
    My approach is straightforward. You tell me about your current situation and your financial objectives. We develop a practical plan designed to help you meet those objectives. I'm here to help you with jargon-free advice both now and in the future.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • NTM Financial Services Ltd

    Rogerstone
    FCA verified
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    92
    £100k+
    Can help with
    Pensions & retirement

  • Beesure Ltd

    Trowbridge
    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.
    335
    £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.