Top 20 Independent Financial Advisers in Cardiff

We offer personal financial advice with three service levels. This gives you the ability to access quality advice in an affordable way.

I see my primary role as making my clients wealthier than they would be if they hadn’t met me, whether that’s building wealth for the future, or ensuring your pension and investment funds pay you the income you need throughout your retirement.

Kelly offers a free initial no obligation pension review service looking at all types of pensions from private to workplace

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.

We offer advice on all areas of Pensions, Investments, Mortgages, Protection, Tax Planning, Estate Planning, Wealth Management and Will Writing. Our core focus for each client, is to offer truly independent personalised financial advice.

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> We help individuals and business owners plan to live one life amazingly well - We are Independent Financial Planners

Chartered Financial Planners providing advice to clients who want to make good decisions with their personal finances.

Planning your financial future is more than just looking at numbers; it’s about you and your dreams.

I am passionate about people and love nothing more than having an opportunity to forge new relationships and in the process becoming a part of their journey to achieve their financial goals.

Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.

Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.

Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!

HMC Holistic Ltd put its clients needs at the heart of everything we do.

Creating a brighter future through effective financial planning

I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.

We put every client at the heart of what we do and believe the ongoing relationship with continued reviews after designing your financial future.

Clear, Consise, Financial Advice.

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.

Specialists in providing Independent Financial Advice on Investments, Pensions and Protection Insurance, for both individual and corporate entities.