Top 20 Independent Financial Advisers in Cymru Wales

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  • Luna Financial Planning

    Radyr and morganstown
    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.
    16
    £20k+
    7.0
    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
  • D S Howell Financial Services Ltd

    Pontprennau
    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
  • The Private Office

    Gowerton
    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.
    11809
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harken Financial

    Rhosddu
    'Harken' means to attentively listen and attend to, which is fundamental to providing excellent financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives. Harken Financial was built upon this sound principle. We provide completely independent and expert advice on pensions and retirement, investments, estate planning, protection and mortgages. We offer flexible meetings, serving clients across Cheshire, Shropshire, Staffordshire, North and Mid Wales.
    119
    £0+
    9.8
    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
  • 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
  • True Potential

    Mawr
    An award winning firm of financial advisers. Please contact us to discuss any area of the financial planning process.
    48
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Ammanford
    Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
    110
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Richard Seward IFA

    Tredegar
    We are a local, family-run company and we are completely independent, which means we aren’t tied to any provider and can impartially search the entire market to find the best products for you. Initial consultations are completely free.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Neil Dixon at True Potential Weath Management

    Sealand
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    < 10
    £250k+
    10.0
    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
  • Vision Financial Advisers

    Troed y rhiw
    22 years experience within the financial industry offering advice based on all areas of financial planning.
    97
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MJW Pensions and Investments Ltd

    Haverfordwest
    Our success has been based on three core company principles;integrity, professionalism and impartiality.
    53
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Cockett
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    40
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Astute Private Wealth Ltd

    Hawarden
    Chartered Financial Planners providing independent financial advice to individuals and companies.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA Ltd

    Blackwood
    If you want honest, cost effective, great advice for your pension and investment needs, give us a call.
    49
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Wealth Coach

    Llanfynydd
    Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
    28
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wren Sterling

    Penylan
    Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
    529
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harken Financial

    Abergele
    'Harken' means to attentively listen and attend to, which is fundamental to providing excellent financial planning and advice. No two clients are the same and as such it's important your adviser understands you and your needs so you can meet your objectives. Harken Financial was built upon this sound principle. We provide completely independent and expert advice on pensions and retirement, investments, estate planning, protection and mortgages. We offer flexible meetings, serving clients across Cheshire, Shropshire, Staffordshire, North and Mid Wales.
    119
    £0+
    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.