Top 20 Independent Financial Advisers in Torfaen

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    How it
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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      New inn

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      52
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      52
      £0+
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      Meet the team
      Can help with Advice areas
      & specialisation
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      Can help with Advice areas
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    • Lawrence Miller & Co Lawrence Miller & Co

      Llantarnam

      We like to think we’re a totally different kind of Independent Financial Adviser and are out to prove it! Our clients are our Number One priority and at the heart of everything we do. We act for our clients in negotiation with contract providers and have no ties, affiliations, obligations or in-built bias. Our clients really appreciate our genuine independence.

      We like to think we’re a totally different kind of Independent Financial Adviser and are out to prove it! Our clients are our Number One priority and at the heart of everything we do. We act for our clients in negotiation with contract providers and have no ties, affiliations, obligations or in-built bias. Our clients really appreciate our genuine independence.
      43
      £20k+
      7.0
      Meet the team
      M
      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      43
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      M
      Can help with Advice areas
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      Can help with Advice areas
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    • Quilter Financial Advisers - Paul Preedy Quilter Financial Advisers - Paul Preedy

      Llantarnam

      Financial planning expert qualified in Defined Benefit/Final Salary Pensions.

      Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
      < 10
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      Can help with Advice areas
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      Initial consultation free FCA verified Restricted - whole of market
      < 10
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      Can help with Advice areas
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      Can help with Advice areas
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    • Luna Financial Planning Luna Financial Planning

      Ponthir

      I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.

      I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.
      < 10
      £20k+
      7.0
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      Can help with Advice areas
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      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
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      Can help with Advice areas
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    • Castra Financial Castra Financial

      Usk

      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.

      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.
      45
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      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      45
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      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Bridgewood IFA Ltd Bridgewood IFA Ltd

      Blackwood

      If you want honest, cost effective, great advice for your pension and investment needs, give us a call.

      If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
      47
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      47
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Niche Niche

      Shaftesbury

      Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.

      Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.
      58
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      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      58
      £0+
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      Meet the team
      Can help with Advice areas
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      Can help with Advice areas
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    • NTM Financial Services Ltd NTM Financial Services Ltd

      Rogerstone

      We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.

      We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
      51
      £0+
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      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      51
      £0+
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      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Castra Financial Ltd Castra Financial Ltd

      Caerleon

      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.

      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.
      125
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      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      125
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      Meet the team
      Can help with Advice areas
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      Can help with Advice areas
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    • Wealthmasters Financial Management Ltd Wealthmasters Financial Management Ltd

      Rogerstone

      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.

      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.
      10
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      10
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Windsor Financial Planning Ltd Windsor Financial Planning Ltd

      Rogerstone

      Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.

      Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
      26
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      26
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      Can help with Advice areas
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      Can help with Advice areas
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    • iam Financial iam Financial

      Victoria

      Professional personal approach, built on trust and experience offering financial planning and wealth management advice.

      Professional personal approach, built on trust and experience offering financial planning and wealth management advice.
      78
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      78
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours Flying Colours

      Victoria

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.

      Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
      147
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      147
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Victoria

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      < 10
      £0+
      9.1
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      9.1
      Meet the team
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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    • Isca Wealth Isca Wealth

      Victoria

      Experienced and fully independent financial adviser helping clients like you make the most of your money the simple and uncomplicated way.

      Experienced and fully independent financial adviser helping clients like you make the most of your money the simple and uncomplicated way.
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Kymin Financial Services Limited Kymin Financial Services Limited

      Stow hill

      WE ARE STILL OPEN FOR BUSINESS BUT WORKING REMOTELY. Our primary focus is to support you through this difficult time and our objective is to continue to help you manage your finances digitally and over the phone. Book Your Free Discovery Meeting Today. Transforming Lives Since 1993 With Our Awarding Winning, Independent Financial Planning and Wealth Management Solutions.

      WE ARE STILL OPEN FOR BUSINESS BUT WORKING REMOTELY. Our primary focus is to support you through this difficult time and our objective is to continue to help you manage your finances digitally and over the phone. Book Your Free Discovery Meeting Today. Transforming Lives Since 1993 With Our Awarding Winning, Independent Financial Planning and Wealth Management Solutions.
      56
      £50k+
      9.0
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      +1
      Can help with Advice areas
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      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      56
      £50k+
      9.0
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      +1
      Can help with Advice areas
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      Can help with Advice areas
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    • Beesure Limited Beesure Limited

      Allt yr yn

      Get in touch today with a free no obligation initial meeting to review your financial situation.

      Get in touch today with a free no obligation initial meeting to review your financial situation.
      < 10
      £100k+
      9.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      9.0
      Meet the team
      M
      Can help with Advice areas
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      Can help with Advice areas
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    • HMC Holistic Ltd HMC Holistic Ltd

      Stow hill

      HMC Holistic Ltd put its clients needs at the heart of everything we do.

      HMC Holistic Ltd put its clients needs at the heart of everything we do.
      42
      £50k+
      9.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      42
      £50k+
      9.0
      Meet the team
      R
      Can help with Advice areas
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      Can help with Advice areas
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    • Mark Pugh at Abacus Financial Planning Mark Pugh at Abacus Financial Planning

      Caerleon

      My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.

      My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.
      28
      £100k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      28
      £100k+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      Pensions & retirement
    • Morgan Escott & Company Morgan Escott & Company

      Abergavenny

      Providing Holistic Financial Advice.

      Providing Holistic Financial Advice.
      11
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      11
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
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      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.

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