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

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Total assets
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First meeting is free
  • Beesure Financial Planning

    Morriston
    FCA verified
    Invest yourself, Protect yourself, Bee yourself.
    227
    £50k+
    Can help with
    Pensions & retirement
  • MJS Financial Services LTD - Top Rated Firm 2023 'Vouched For' as distributed in 'The Times'

    Pont y clun
    FCA verified
    Helping you to understand your finances and achieve your goals is our number one priority - a boutique financial planning firm based in South Wales. Specialism in pre and post retirement planning, family wealth preservation, tax efficient planning.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Quilter Financial Advisers

    Denbigh
    FCA verified
    Long Standing Financial Advice Business specialising in Wealth Management and Financial Planning
    28
    £100k+
    Can help with
    Pensions & retirement
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  • Mather and Murray Financial

    Llanrumney
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2186
    £50k+
    Can help with
    Pensions & retirement
  • Hexagon Wealth Limited

    Rogerstone
    FCA verified
    Tony is a Chartered Financial Planner and Fellow of the Personal Finance Society with 30 years industry experience of managing clients wealth. He was one of the first advisers in the UK to achieve Chartered Financial Planner status.
    188
    £100k+
    Can help with
    Pensions & retirement
  • Imperial Chartered

    Pontypridd
    FCA verified
    I'm an award winning Independent Financial Planner having been included in the VouchedFor and the Times top rated financial advisers list for 3 years running. I'm one of the highest qualified advisers in the UK, delivering quality, jargon free advice.
    221
    £0+
    Can help with
    Pensions & retirement
  • Savvy Wealth Management

    Llanelli
    FCA verified
    We are a team of award winning financial planners providing good honest advice.
    238
    £0+
    Can help with
    Pensions & retirement
  • Attivo

    Llantrisant
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    110
    £100k+
    Can help with
    Financial planning
  • Chris Grindey at True Potential Wealth Management

    Llangefni
    FCA verified
    I am qualified in all aspects of financial advice and planning. I believe planning for someone’s future should be available to anyone regardless of your circumstances. As your adviser, I will work closely with you to better your financial future.
    61
    £0+
    Can help with
    Pensions & retirement
  • SFL Wealth Management

    Penyrheol trecenydd and energlyn
    FCA verified
    Is your pension working for you? Talk to one of our expert advisers today about how we can get your pension in the right place, in the right investment strategy and in the most cost-effective way.
    489
    £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.