Top 10 Independent (IFAs) & Restricted Financial Advisers in Crosskeys
Find the best FCA regulated financial advisers in Crosskeys. Get expert help near you with pensions, investments, retirement planning and more
McCarthy Wealth Management
Risca east
FCA verified
I put my client's financial goals at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in Defined Benefit pension transfers and pre & post retirement planning.
Clients
helped
helped
429
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
NTM Financial Services - Nick Hill
Risca east
FCA verified
I take pride in offering a whole of market approach that revolves around helping individuals develop a long-term financial plan tailored to their specific objectives. I understand that every client is unique, and I offer proven, expert advice.
Clients
helped
helped
22
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
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
Risca west
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
403
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Beesure Ltd
Rogerstone
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
498
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Beesure Financial Planning
Newbridge
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
358
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Fairstone Group
Rogerstone
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices.
With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
helped
14503
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
NTM Financial Services Ltd
Rogerstone
FCA verified
We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.
Clients
helped
helped
105
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
The Private Office
Rogerstone
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
38122
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
NTM Financial Services - Nick Hill
Cwmbran central
FCA verified
I take pride in offering a whole of market approach that revolves around helping individuals develop a long-term financial plan tailored to their specific objectives. I understand that every client is unique, and I offer proven, expert advice.
Clients
helped
helped
22
Minimum
wealth
wealth
£0+
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.