Top 10 Independent (IFAs) & Restricted Financial Advisers in Rogerstone
Find the best FCA regulated financial advisers in Rogerstone. Get expert help near you with pensions, investments, retirement planning and more
The Private Office
Rogerstone
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
38122
Minimum
wealth
wealth
£150k+
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.
Clients
helped
helped
105
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Beesure Ltd
Rogerstone
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.
Clients
helped
helped
498
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Fairstone Group
Rogerstone
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices.
With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
helped
14503
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
James Phillips at Arcus Wealth
Graig
FCA verified
Experienced financial planner helping you enjoy retirement with confidence. I create clear, tailored plans for pensions, investments & inheritance, with ongoing support to help protect your future.
Clients
helped
helped
14
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Shaun Hiscox - Castra Financial
Risca west
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.
Clients
helped
helped
403
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
James Brakenbury Clearwater Wealth Management
Allt yr yn
FCA verified
I provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
helped
40
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
McCarthy Wealth Management
Allt yr yn
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
helped
429
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Continuum (Financial Services) LLP
Risca west
FCA verified
Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real.
Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped
helped
62
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
TT Wealth
Gaer
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.
Clients
helped
helped
262
Minimum
wealth
wealth
£100k+
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.