Top 20 Independent Financial Advisers in Caldicot

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  • Quilter Financial Advisers - Paul Preedy

    Portskewett
    Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Castra Financial Limited

    Caldicot
    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.
    85
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management Limited

    Caerwent
    As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
    67
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Caldicot
    Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
    28
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Pugh at Abacus Financial Planning

    Chepstow
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    43
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent

    Chepstow
    Offering a free initial meeting, we provide independent regulated advice on pensions, investments and ethical/ESG financial planning. We take the stress out of investing, helping clients of all wealth levels across South West England and Gloucestershire.
    38
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Chepstow
    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.
    12631
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chapelwood Financial Planning Ltd

    Chepstow
    Our prime focus is to clearly identify your needs, and genuinely get you financial results that you couldn't achieve on your own. We build lasting relationships with our clients and offer personal, no-jargon advice on the best financial products for you.
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Chepstow
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
    13
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Almondsbury
    We're experts, we care, we're here so you can protect the life you love.
    200
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages

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  • Continuum (Financial Services) LLP

    Portishead
    As a Continuum client you can expect unbiased & independent financial advice from a fully qualified financial adviser.
    25
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • James Nicholas at J21 Wealth Management

    Portishead
    Chartered financial advice, making wealth that works as hard as it is earned
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Portishead
    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.
    12631
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Insight Financial Advice Ltd

    Portishead
    Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
    239
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Pugh at Abacus Financial Planning

    Portishead
    My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
    43
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Bristol
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    125
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Planning Solutions Ltd

    Ringland
    Helping our clients live the lifestyle they aspire to without fear of running out of money.
    41
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • J Edward Sellars & Partners Ltd

    Pill and easton in gordano
    149
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Portishead
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9373
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Pill and easton in gordano
    We’re a team of independent financial planners based in Bristol. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    58
    £100k+
    9.5
    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.