Top 20 Independent Financial Advisers in Wales

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  • Hartley Ross Ltd

    Lisvane
    If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    31
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Shaun Hiscox - Castra Financial

    St georges super ely
    We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.
    200
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Distinct Financial Solutions Wealth Management Ltd

    Llanrhidian lower
    FT Adviser Top 100 Firms No.1 Rated in 2019 & 2020. Long standing trusted Financial Planning Adviser offering unbiased advice based in Swansea.
    23
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Cyfri Cyfyngedig

    Lampeter
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Investments
  • WHIreland Wealth Management

    Llanishen
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    127
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - Paul Preedy

    Llantarnam
    Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Paul Diment True Potential

    Tenby
    I provide restricted, whole of market financial advice and planning to help individuals and businesses achieve their goals by making smarter financial decisions.
    18
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Rhiwbina
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5731
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Penguin Wealth

    Grangetown
    Penguin are still open for business during the current pandemic. If the crisis has caused you to think more about your financial position then please contact Penguin to find out more about how to protect your wealth, what insurance and policies can be put in place, and how to get your money to work harder for you. You can now book a 15-minute Self-Audit call with a member of our Advice Team via the contact details below: Call: <phone number hidden> Email: <email address hidden> Visit: <url hidden> The best Financial Adviser firm in Wales - as voted by Citywire's New Model Adviser, Professional Adviser and VouchedFor. Authors.
    112
    £0+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd

    Coychurch lower
    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. We are holders the Gold Standard Pension Transfer Award by the Personal Finance Society. The team has 100+ combined years of expertise in managing people’s Retirement and Wealth Management Needs
    111
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Planning Solutions Ltd

    Cwmbran central
    Helping our clients live the lifestyle they aspire to both now and in the future without fear of running out of money.
    41
    £0+
    7.4
    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.
    190
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealthmasters Financial Management Ltd - Laurence Murphy

    Haverfordwest
    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.
    117
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum Financial Services LLP

    Caldicot
    Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
    29
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Savvy Wealth Management

    Pontypridd
    We are a team of award winning financial advisers based in Pontypridd. We offer a free initial review.
    206
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Castle
    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.
    140
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Solutions Wales Ltd

    Llanelli
    Financial Solutions Wales is a long established Chartered Financial Planning firm, offering impartial financial advice to our clients since 2005.
    59
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Williams Financial Planning Limited

    Rhosddu
    Creating Financial Security
    36
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Wealth Coach

    Llanfynydd
    Visit us face to face or remotely. Using a Chartered Financial Planner and Chartered Wealth Manager, you can be assured of the best outcomes. Always ask if your adviser is Chartered; don't compromise.
    31
    £0+
    7.0
    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.