Top 20 Independent Financial Advisers in Wenvoe

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  • Wealthmasters Financial Management Ltd

    Wenvoe
    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.
    93
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Vale Asset Management

    Barry
    We provide independent advice on investments, pensions, tax-planning and protection, working with private and corporate clients primarily in South Wales.
    45
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Grangetown
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you. 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> The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
    75
    £20k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • CBK Wales

    Barry
    We are a client centered practice where the whole team provides the independent service our clients expect and deserve.
    110
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gareth Channon Financial Consultancy Ltd

    Llandaff
    Our success has been based on three core principles: integrity, professionalism and service We believe in long term relationships and a bespoke client service.
    27
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent Limited - Luke Sloman

    Penarth
    Whole of Market Independent Financial Advice. We are honest, efficient and dedicated to providing best in class service and outcome for your individual financial requirements.
    < 10
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LUNA Financial Planning Ltd

    Riverside
    Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace
    137
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NTM Financial Services Ltd

    Riverside
    We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
    55
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Romilly Associates IFA Limited

    Penarth
    A fee based financial planning practice serving high net worth, corporate and aspirational clients alike.
    46
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul Brown -True Potential Wealth Management

    Penarth
    Working together so that you feel better informed, confident and empowered for your financial future
    97
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • D S Howell Financial Services Ltd

    Penarth
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    52
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Radyr and morganstown
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    156
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • WHIreland Wealth Management

    Castle
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    91
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HMC Holistic Ltd

    Butetown
    HMC Holistic Ltd put its clients needs at the heart of everything we do.
    112
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Rhoose
    We are a team of award winning financial planners providing good honest advice.
    199
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Gabalfa
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    104
    £250k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Create Wealth Management Ltd

    Gabalfa
    Chartered Financial Planners providing advice to clients seeking to make well considered and planned, good decisions with their personal finances.
    48
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whitchurch IFA Ltd

    Whitchurch
    Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
    81
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Whitchurch
    I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.
    156
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Heath
    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.
    11829
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    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.