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

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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.
    83
    £0+
    Can help with
    Pensions & retirement
  • 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.
    216
    £150k+
    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.
    26013
    £100k+
    Can help with
    Pensions & retirement
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  • 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
  • Imperial Chartered

    Butetown
    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.
    220
    £100k+
    Can help with
    Pensions & retirement
  • Penguin Wealth

    Grangetown
    FCA verified
    You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden>
    310
    £0+
    Can help with
    Pensions & retirement
  • Beesure Ltd

    Grangetown
    FCA verified
    Beesure provides independent financial and insurance advice to a wide variety of clients, helping them achieve their goals whilst protecting them from risk.
    191
    £50k+
    Can help with
    Pensions & retirement
  • Paul Taylor - Positive Solutions

    Adamsdown
    FCA verified
    More than 20 years experience helping people achieve their financial goals - everything from pensions to buying a home.
    95
    £50k+
    Can help with
    Pensions & retirement
  • NTM Financial Services Ltd

    Riverside
    FCA verified
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    85
    £100k+
    Can help with
    Pensions & retirement
  • EST

    Cathays
    FCA verified
    Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
    38
    £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?

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