Top 20 Independent Financial Advisers in Wales

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Steve Tutton - BeeSure Ltd

    Lisvane
    Providing Holistic Financial Planning | Helping Clients Achieve Financial Independence
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Gabalfa
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    126
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mistral Consultancy Limited

    Mountain ash
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • 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.
    36
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Niche

    Shaftesbury
    Receiving the right advice has never been more rewarding. You're just a few clicks away from discovering that for yourself.
    59
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brooke Cameron-James - Abacus Associates

    Laleston
    Recently Added
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Sterling IFA

    Porthmadog
    Ymgynghorwyr Ariannol Annibynnol ....................... Sefydlwyd - Established 1986.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JWA Financial Planning Ltd

    Cockett
    We are passionate about helping our clients plan ahead to ensure a bright future for themselves, their families and their business. From retirement planning and wealth management to estate planning and investments, we've got the experience and the skills
    66
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewood IFA

    Brackla
    If you want honest, cost effective, great advice for your pension and investment needs, pleas give me a call.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lawrence Miller & Co

    Pontllanfraith
    We like to think we’re a totally different kind of Independent Financial Advisers. We act in our clients best interests and have no ties, affiliations, obligations or in-built bias. Clients really appreciate our genuine independence.
    80
    £0+
    7.0
    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.
    120
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harken Financial

    Abergele
    'Harken' means to attentively listen and attend to. This is fundamental to providing 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.
    174
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning, David Jamieson

    Caia park
    We help you achieve financial freedom through sound, long-term financial planning.
    233
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Pentwyn
    We are a team of award winning financial planners providing good honest advice.
    217
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GIPF Independent Financial Advisers

    Newtown and llanllwchaiarn
    We are Independent Financial Advisers and cover the whole spectrum of Independent Financial Advice
    82
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • D S Howell Financial Services Ltd

    Penarth
    Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.
    69
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • UNIQ Family Wealth

    Trowbridge
    Financial Planning you can trust; today, tomorrow and for the future.
    137
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Tenby
    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.
    120
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • GM Wealth Management

    Offa
    We are a family-run firm offering expert, personalised financial advice for you and your family. We service clients across the whole of the North-West and North Wales.
    59
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Windsor Financial Planning Ltd

    Marloes and st brides
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    41
    £0+
    9.0
    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.