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
Continuum (Financial Services) LLP
Risca west
FCA verified
Am focused on delivering clear financial solutions to all my clients to give you complete peace of mind and make your financial future real.
Making decisions can be daunting, but I aim to make this process clearer and less complicated.
Clients
helped
helped
62
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Shaun Hiscox - Castra Financial
Radyr and morganstown
FCA verified
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.
Clients
helped
helped
406
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Alex Hawker at True Potential
Allt yr yn
FCA verified
I am a specialist in investment strategy, tax efficiency & pension & retirement planning, including Defined Benefit/Final Salary transfers, consolidation of pension pots, drawdown & tax-free cash release. Please get in touch & I will be delighted to help.
Clients
helped
helped
43
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Beesure Financial Planning Ltd
Barry
FCA verified
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
helped
80
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
WEALTH Doctor
Monmouth
FCA verified
Dr Josh Lewis originally trained and practiced as a GP helping patients with their medical health before recognising that the financial well-being of individuals & organisations was of equal importance to them in achieving security, success & contentment.
Clients
helped
helped
66
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Ascot Lloyd
Carmarthen
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
helped
1764
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
The Private Office
Penarth
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
helped
38294
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Solosy Wealth Management
Pontypridd
FCA verified
Solosy Wealth Management have been providing financial advice for over 10 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
helped
20
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
James Phillips at Arcus Wealth
Langstone
FCA verified
Experienced financial planner helping you enjoy retirement with confidence. I create clear, tailored plans for pensions, investments & inheritance, with ongoing support to help protect your future.
Clients
helped
helped
15
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
TT Wealth
Cockett
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.
Clients
helped
helped
264
Minimum
wealth
wealth
£100k+
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.