Top 10 Independent (IFAs) & Restricted Financial Advisers in Rudry
Find the best FCA regulated financial advisers in Rudry. Get expert help near you with pensions, investments, retirement planning and more
Continuum financial planning LLP
Caerphilly
FCA verified
An experienced Independent Financial Adviser (whole of market), providing unbiased financial planning, in a clear and easy to understand way.
Clients
helped
helped
14
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
NTM Financial Services - Nick Hill
Penyrheol trecenydd and energlyn
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
Imperial Chartered
Pontprennau
FCA verified
I’m an award-winning Independent Financial Planner, recognised in The Times and VouchedFor Top Rated Financial Advisers list for three years running. As one of the UK’s most qualified advisers, I provide clear, high-quality, jargon-free advice to help you
Clients
helped
helped
256
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
The Private Office
Rhiwbina
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
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
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
Fairstone Group
Llanishen
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
TT Wealth
Cyncoed
FCA verified
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.
Clients
helped
helped
262
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Whitchurch IFA Ltd
Heath
FCA verified
Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
Clients
helped
helped
81
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.