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

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  • Beesure Financial Planning Ltd

    Barry
    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.
    62
    £50k+
    Can help with
    Pensions & retirement

  • Cadre Wealth

    Adamsdown
    FCA verified
    Cadre Wealth is an Independent, Fixed Fee, Evidence-Based financial planning firm. As founder and director at Cadre Wealth, I have the pleasure of working closely with Tax and Finance experts to help our clients achieve their financial goals.
    180
    £0+
    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.
    334
    £50k+
    Can help with
    Pensions & retirement
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  • 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.
    241
    £0+
    Can help with
    Pensions & retirement

  • SFL Wealth Management

    Llandaff
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    642
    £50k+
    Can help with
    Pensions & retirement

  • Imperial Chartered

    Pontprennau
    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

  • TT Wealth

    Cowbridge and llanblethian
    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.
    231
    £100k+
    Can help with
    Pensions & retirement

  • Shaun Hiscox - Castra Financial

    Radyr and morganstown
    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.
    318
    £0+
    Can help with
    Pensions & retirement

  • Whitchurch IFA Ltd

    Whitchurch
    FCA verified
    Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
    81
    £0+
    Can help with
    Pensions & retirement

  • Paul Taylor

    Adamsdown
    FCA verified
    More than 25 years experience helping people achieve their financial goals, with a focus on pensions and investments.
    112
    £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.