Top 20 Independent Financial Advisers in Wales

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  • Windsor Financial Planning Ltd

    Rogerstone
    Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
    25
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    < 10
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Boulton Financial Services Ltd

    Conwy
    We offer a free initial consultation
    65
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Offa
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    New adviser
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Imperial Chartered

    Pentyrch
    Creating a brighter future through effective financial planning
    17
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Birchgrove
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    24
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Devauden
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
    < 10
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aevitas Wealth Ltd

    Bridgend
    Working with clients to set meaningful goals; empowering them to define financial success and helping them achieve what’s most important.
    17
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Avista Financial Planning Ltd

    Bethesda
    We pride ourselves in giving impartial and honest advice creating long term relationships with our clients. Free initial consultation.
    New adviser
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Cilbenrick Limited

    Pennard
    A professional firm of financial planners and investment advisers. Call Cilbenrick on <phone number hidden> to arrange a free initial consultation.
    27
    £100k+
    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
  • Kevin Robins - True Potential Wealth Management

    Cyfarthfa
    Helping my clients take control of their financial journey's 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.
    11
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Partneriaeth Seiont Partnership LLP

    Caernarfon
    Website <url hidden>.Established 2000.Bilingual service.
    67
    £0+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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

    Splott
    Our advice will help provide you with greater clarity, knowledge and confidence. We specialise in retirement, tax and investment planning.
    65
    £50k+
    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.
    49
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Mountain ash
    We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IAM Financial Planning Ltd

    Abergavenny
    Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of patients, friends, family and businesses was of equal importance to them in achieving security, success and contentment.
    < 10
    £20k+
    9.2
    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.
    40
    £100k+
    10.0
    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.