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Top 10 Independent (IFAs) & Restricted Financial Advisers in Gabalfa

Find the best FCA regulated financial advisers in Gabalfa. Get expert help near you with pensions, investments, retirement planning and more
Gabalfa, Cardiff, Cymru Wales
Whitchurch IFA Ltd

Whitchurch IFA Ltd

Whitchurch
FCA verified
Whitchurch IFA is fully independent, directly authorised, strictly whole-of-market and maintains the highest advisory standards.
Clients
helped
81
Minimum
wealth
£0+
Can help with
Pensions & retirement
Imperial Chartered

Imperial Chartered

Whitchurch
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
256
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Ascot Lloyd

Ascot Lloyd

Heath
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
1727
Minimum
wealth
£150k+
Can help with
Pensions & retirement
NTM Financial Services Ltd

NTM Financial Services Ltd

Riverside
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
105
Minimum
wealth
£100k+
Can help with
Pensions & retirement
EST

EST

Cathays
FCA verified
Taking care of business. A refreshingly personal and proactive approach to managing your wealth.
Clients
helped
72
Minimum
wealth
£50k+
Can help with
Pensions & retirement
McCarthy Wealth Management

McCarthy Wealth Management

Cathays
FCA verified
I put my client's financial goals at the heart of my business, 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
429
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Montpellier Asset Management

Montpellier Asset Management

Riverside
FCA verified
A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
Clients
helped
218
Minimum
wealth
£250k+
Can help with
Pensions & retirement
MPI Financial Advice

MPI Financial Advice

Heath
FCA verified
We provide a free update & advice service to help you understand your plans.
Clients
helped
8051
Minimum
wealth
£0+
Can help with
Pensions & retirement
Solosy Wealth Management

Solosy Wealth Management

Riverside
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
17
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Whitchurch IFA Ltd

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
81
Minimum
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.

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