Top 10 Independent (IFAs) & Restricted Financial Advisers in Vale Of Glamorgan

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  • Romilly Associates IFA Limited

    Penarth
    FCA verified
    A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
    88
    £0+
    Can help with
    Pensions & retirement
  • Imperial Chartered

    Cowbridge and llanblethian
    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.
    226
    £0+
    Can help with
    Pensions & retirement
  • Hexagon Wealth Limited

    Barry
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    200
    £100k+
    Can help with
    Pensions & retirement
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  • Adam McCarthy & Sione Mitchell at True Potential Wealth Management

    Penarth
    FCA verified
    We put our clients interests and financial goals at the heart of our business, priding ourselves in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    246
    £150k+
    Can help with
    Pensions & retirement
  • Hexagon Wealth Limited

    Wenvoe
    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.
    200
    £100k+
    Can help with
    Pensions & retirement
  • Beesure Financial Planning Ltd

    Barry
    FCA verified
    Invest yourself, Protect yourself, Bee yourself. Give us a call today to find out more!
    56
    £0+
    Can help with
    Pensions & retirement
  • Purslow Jones Independent Financial Advisers

    Barry
    FCA verified
    Purslow Jones is an Independent Financial Advisers on a mission to change the way that financial advice is provided, offering affordable financial advice to anyone who needs it.
    83
    £0+
    Can help with
    Pensions & retirement
  • Gregory Davies Wealth Management

    Wick
    FCA verified
    Do you have old pensions that you don't understand or feel may be in need of a refresh? Are you unsure if you are saving enough for retirement or if you could retire early? We can help with a free Personal Pension Review....
    10
    £50k+
    Can help with
    Pensions & retirement
  • Matthew Sulley - AFH Wealth Management

    Llandough
    FCA verified
    I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.
    < 10
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Penarth
    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.
    27576
    £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.