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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
Wales
Skylark Wealth Management Limited

Skylark Wealth Management Limited

Birchgrove
Initial consultation free
FCA verified
Restricted
Skylark Wealth Management Limited have been providing financial advice for over 5 years. We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
Recently added
Minimum
wealth
£150k+
Meet the team
Liam Baker
Can help with
Financial planning
Investments
Insurance & protection
Savings
Beesure Financial Planning

Beesure Financial Planning

Newbridge
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
373
Minimum
wealth
£50k+
Meet the team
Alex Palmer
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Pontarfynach
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15248
Minimum
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Kevin Robins - True Potential Wealth Management

Kevin Robins - True Potential Wealth Management

Llanrumney
Initial consultation free
FCA verified
Restricted
As a Chartered Financial Planner, helping my clients take control of their financial journey and achieve their aspirations, is at the heart of my business. I specialise in retirement planning, including consolidation, drawdown and DB Pension transfers.
Clients
helped
407
Minimum
wealth
£100k+
Meet the team
Kevin Robins
Can help with
Pensions & retirement
Investments
Savings
Langford Turnbull Ltd

Langford Turnbull Ltd

Aberystwyth
Initial consultation free
FCA verified
Restricted
Taking advice could be the soundest financial decision you make. We can explain options you may not have considered. It may be pensions, inheritance tax, investing tax-efficiently, retirement, selling a business or even a lottery win!
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Greg Turnbull
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Penrhiwceiber
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10594
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Pontypridd
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
840
Minimum
wealth
£150k+
Meet the team
L
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Beesure Financial Planning Limited

Beesure Financial Planning Limited

Coity higher
Initial consultation free
FCA verified
Independent
Providing independent financial and insurance advice designed to protect and grow your wealth, with personalised solutions for every stage of life. Whether securing your family’s future or protecting your business, our experienced team is here to help.
Clients
helped
83
Minimum
wealth
£50k+
Meet the team
Alex O'Neill
Can help with
Pensions & retirement
Financial planning
Savings
Business
MPI Financial Advice

MPI Financial Advice

Heath
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8807
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Douglas Steers & Company

Douglas Steers & Company

Chepstow
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10594
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Wales