Top 10 Independent (IFAs) & Restricted Financial Advisers in Cymru Wales

Find the best FCA regulated financial advisers in Cymru Wales. Get expert help near you with pensions, investments, retirement planning and more.
I need advice on
Total assets
My postcode
First meeting is free

  • Kevin Robins - True Potential Wealth Management

    Llanrumney
    FCA verified
    Helping my clients take control of their financial journey and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    388
    £100k+
    Can help with
    Pensions & retirement

  • TT Wealth

    Cwmbran central
    FCA verified
    Tony Thomas is a Chartered Financial Planner and part of a team of professional Independent Financial Advisers specialising in Pensions and Retirement & Investments and Wealth Management.
    258
    £100k+
    Can help with
    Pensions & retirement

  • Solosy Wealth Management

    Pontypridd
    FCA verified
    Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
    16
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Ascot Lloyd

    Morriston
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1632
    £150k+
    Can help with
    Pensions & retirement

  • Montpellier Asset Management

    Riverside
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    212
    £250k+
    Can help with
    Pensions & retirement

  • Phil Anderson Financial Services Ltd

    Chester
    FCA verified
    Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland
    2339
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Pen tranch
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14220
    £0+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    St clears
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1632
    £150k+
    Can help with
    Pensions & retirement

  • Solosy Wealth Management

    Trowbridge
    FCA verified
    Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
    16
    £100k+
    Can help with
    Pensions & retirement

  • TheWealthPoint

    Hawarden
    FCA verified
    You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
    2749
    £50k+
    Can help with
    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.