Top 10 Independent (IFAs) & Restricted Financial Advisers in Wales
Find the best FCA regulated financial advisers in Wales. Get expert help near you with pensions, investments, retirement planning and more

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.
Clients
helped
helped
67
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Insurance & protection

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
39983
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Ian Bagshaw - Fairstone Financial Management
Sheffield
Initial consultation free
FCA verified
Independent
Fairstone is a full-service wealth management house delivering intelligent solutions for your lifetime financial journey.
Clients
helped
helped
428
Minimum
wealth
wealth
£100k+
Meet the team
I
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

At Jones & Co Independent Financial Advice, we're not just about numbers; we're about your life. As award-winning Lifestyle Financial Planners and retirement specialists , we help clients retire smarter, live better and enjoy what matters most.
Clients
helped
helped
222
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
cj
Charles James Financial Planning Limited
Sheffield
Initial consultation free
FCA verified
Financial adviser
Clients
helped
helped
< 10
Minimum
wealth
wealth
£0+
Meet the team
R
D
A
S
J
Can help with
Pensions & retirement
Investments
Savings
Business
Stockbroking services
Mortgages
Frequently Asked Questions about Financial Advisers in Wales


